Profile Preview — Altss
Ocean Financial Advisors Overview
Type
Multi Family Office
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
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Miami, FL, United States
Portfolio & Notable Allocations
Altss Insights
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters