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Ocean Financial Advisors Overview
Type
Family Office - Multi
Year Founded
2017
General Information
Ocean Financial Advisors is a multi-family office headquartered in Miami. Founded in 2017, the firm traces its origins to the banking wealth accumulated through Ocean Bank, Florida’s largest independent state-chartered commercial bank. Ocean Financial Advisors aligns investment advisory, tax planning, and estate structuring services for multiple high-net-worth families, emphasizing capital preservation, risk management, and multigenerational wealth transfer.
Contact Information
Website:
Website:
http://oceanfinancial.com
Year Founded:
2017
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Miami, FL, United States
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