Miramontes Capital Background & Overview Overview

General Information

Miramontes Capital is a multi-family office headquartered in Newport Beach. The firm provides comprehensive wealth management and investment advisory services to high-net-worth families, focusing on long-term capital preservation and growth. Its team collaborates closely with clients to develop tailored strategies that address complex financial needs, including estate planning, tax optimization, and philanthropic initiatives—supports families in navigating generational wealth and sophisticated investment opportunities.