Updated:
MACIEL WEALTH MANAGEMENT
Maciel Wealth Management: Charles Maciel's Miami multi-family office advising families on hedge funds, private credit, and real estate investments.
MACIEL WEALTH MANAGEMENT
Charles Maciel started the advisory firm bearing his name in Miami, positioning it to serve families seeking an alternative to the standardized offerings at larger private banks. The firm focuses on a select group of clients, crafting portfolio strategies rather than mass-market financial planning. The firm's investment approach covers a mix of asset classes including hedge funds for liquid strategies, private credit for yield-oriented exposures, and real estate for direct ownership. Maciel also advises on healthcare services investments, often through co-investment structures. The firm's model favors direct relationships with fund managers and deal sponsors rather than third-party aggregators. Maciel Wealth Management operates as a multi-family office in the Miami metro area, a hub for Latin American and domestic family offices. The firm's client base includes business-owner families, often post-liquidity events. Recent activity data is not publicly available for 2024 or 2025. The firm's main structural differentiator is its small size and focus on bespoke service, meaning every portfolio is customized to one family's tax, liquidity, and succession profile. Maciel sits between the client and the investment, acting as a gatekeeper rather than an asset manager.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Under $1B (Altss estimate)
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Charles Maciel
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Maciel Wealth Management?
Charles Maciel, founder and CEO, leads the investment team and supervises all portfolio construction decisions. The firm operates with a lean team, with Maciel personally involved in client engagements.
Does Maciel Wealth Management allocate to fund investments or only direct deals?
The firm uses both structures. For hedge funds and private credit, it typically picks commingled fund vehicles managed by external managers. In real estate and healthcare, it participates in direct co-investments alongside sponsors or within syndicates.
Which asset classes does Maciel Wealth Management focus on?
The firm allocates across hedge funds, private credit, and real estate, with additional exposure to healthcare services. It does not have a public profile for venture capital or public equities as standalone asset classes.
Is Maciel Wealth Management a single-family office or a multi-family office?
It is a multi-family office, serving multiple unrelated families. The firm does not manage the concentrated wealth of one single dynasty, distinguishing it from a single-family office model.
How does Maciel source proprietary deal flow for clients?
The firm leverages its network of relationships with independent fund managers, real estate sponsors, and healthcare operators in the Miami market. It does not operate a large sourcing platform; deals arrive through Charles Maciel's direct connections and referral partners.
Does the firm publish an AUM figure?
Maciel Wealth Management does not publicly disclose its assets under management. Given its Miami-based, multi-family office operation, most industry estimates place its AUM in the sub-$1 billion range. (Altss estimate)
What sets Maciel Wealth Management apart from larger RIAs?
The firm's small, bespoke nature means each portfolio is distinct, built around a family's specific tax situation, liquidity needs, and succession plan. It does not use model-portfolio overlays or standardized asset-allocation templates, which is rare for an RIA of any size.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: