Miami Wealth Management

The firm does not publicly disclose its investment committee structure or named decision-makers. In practice, boutique operations of this profile typically vest authority in one or two founding principals who approve all allocations, drawing on external managers for execution. Client capital is invested through separately managed accounts rather than a centralized house model, meaning individual family mandates help shape velocity and asset-class weighting.

Miami Wealth Management functions as a multi-family office, pooling resources and deal access across a small number of unrelated client families. This structure allows it to negotiate minimums on direct real estate and private credit opportunities that an individual family would struggle to access alone, while preserving strict confidentiality for each client group.

Origination runs through long-standing relationships with developers, commercial banks, and legal firms active in the South Florida market. The firm does not run a formal broker-dealer or marketing desk. Its pipeline is largely off-market, reflecting Miami's culture of relationship-driven transactions among the Latin American wealth community. Co-investment opportunities are occasionally syndicated through family office networks in Brickell and Coral Gables.

The firm actively pursues co-investment alongside real estate developers and private credit originators, typically taking minority equity or mezzanine debt positions in structures where the operating partner retains control. Fund commitments to blind-pool vehicles are less common, given client preference for asset-level transparency and the tax complexities introduced by limited partnership interests held through offshore entities.

The firm's client base is concentrated among high-net-worth families from Latin America — particularly Brazil, Colombia, and Venezuela — who have established secondary personal or operational bases in South Florida. A smaller domestic allocation includes US-based entrepreneurs and professionals in the Miami metro area. The practice is structured around cross-border tax, estate, and residency planning rather than generalist domestic wealth management.