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Ocean Financial Advisors Overview
- Type
- Multi Family Office
- Year Founded
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
- Institution Type:
- Multi Family Office
Leadership & Principals
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