As an independent, research-driven firm, we build customized portfolios, free from proprietary funds, commissions, or pre-set templates. You work directly with senior advisors to align strategy, assets, and long-term goals.
We’re a fee-only firm, not dual-registered or commission-based. Every recommendation serves your best interest, with access to institutional share classes and exclusive private investments
We work with a limited number of $5M+ families, offering deep attention and portfolios designed around each client’s real-world holdings, from concentrated stock to real estate exposure.
Our Miami-based family office services help protect and grow wealth under Florida’s favourable tax laws. Our service considers the region’s private markets, real estate opportunities, and global business connections.
We manage portfolios with discipline and provide access to well researched and carefully selected private investment opportunities
We offer access to private equity, private credit, and real assets that help diversify your portfolio and strengthen long-term results
We help executives and founders manage concentrated stock, equity, and RSUs with strategies that balance growth and risk
We oversee your entire portfolio with careful risk control, liquidity planning, and clear, transparent performance tracking
Ultra-high-net-worth families deserve the same level of portfolio management as large institutions - without unnecessary complexity or corporate agendas. Our proprietary approach integrates:
Actively managed long/short equity models designed to participate in market upside while reducing exposure during downturns
Structured growth and income notes sourced from leading global banks, offering asymmetric return potential with defined risk parameters
Selective access to private equity, private credit, hedge funds, infrastructure, & real estate investments not typically available to retail investors
We work with families and individuals whose wealth needs a structured, institutional-level approach. Our portfolios focus on balancing preservation, diversification, and growth, where every client receives direct access to senior advisors.
We work with clients with complex financial situations, including:
%202.svg){kind=small}
Our 3D asset allocation method helps organize your complex wealth in a clear, structured way. We start with a few planning meetings to understand your goals, build a plan, and make sure everything stays aligned long term.
We start with in-depth conversations to understand your financial objectives, current holdings, and family priorities. These initial meetings form the foundation of a clear and measurable plan.
We build a personalized strategy using our proprietary 3D asset allocation approach, combining long/short equity models, structured growth notes, and selective access to private equity, credit, and infrastructure. Each plan is calibrated to balance growth, risk, and liquidity.
Once your strategy is approved, we coordinate execution across trusted custodians and, when appropriate, collaborate with CPAs and estate planning professionals at Neil Jesani Advisors to align every component.
Our work doesn’t stop at implementation. Through quarterly review and strategy meetings, we evaluate performance, update allocations, and adjust to evolving markets or family priorities, ensuring your plan remains precise and proactive.
You’ll collaborate directly with our senior investment team. With over 70 years of combined experience, we focus on smart investing, clear communication, and building portfolios that support your long-term goals.
Our advisory team includes globally recognized designations:
Florida has become a premier destination for ultra-high-net-worth families thanks to its business-friendly environment and world-class private markets. Miami offers:
Our team understands the opportunities and challenges in South Florida’s financial and business community. We provide personalized wealth management services and support clients locally.
We typically partner with families and entrepreneurs with $5 million or more in investable assets to ensure a highly personalized service experience.
Florida’s tax structure helps families reduce annual tax exposure and protect assets for future generations. We help with residency planning, wealth migration, and structuring strategies that fully leverage Florida’s benefits.
We apply a disciplined, multi-dimensional risk framework. Our team uses proprietary long/short equity models, structured growth notes and selective access to private equity, credit and real assets to build portfolios designed for high performance with reduced correlation, helping mitigate drawdowns in bear markets and capture upside in bull markets.
We typically meet with clients every quarter to review performance, discuss market updates, and make any needed adjustments. Additional meetings can be scheduled anytime if there are changes in your goals, investments, or financial situation.
The onboarding process typically includes 3–4 meetings over several weeks. We use this time to understand your full financial picture, set goals, and develop a clear, long-term plan before implementation.
We continuously evaluate new opportunities, market data, and portfolio construction techniques to adapt to changing conditions. Our advisors regularly refine strategies to balance risk and performance, never relying on outdated assumptions or static models.
.svg)
