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Perez Wealth Management
Perez Wealth Management operates from Suite 1700 at 1441 Brickell Avenue in Miami, serving a select group of families. The firm describes itself as an...
Perez Wealth Management
Perez Wealth Management operates from Suite 1700 at 1441 Brickell Avenue in Miami, serving a select group of families. The firm describes itself as an independently owned multi-generational team delivering portfolio management, lending solutions, cash management, and trustee services. Its website points to cultural and professional ties with communities in the US, Europe, and South and Central America. The firm states it provides multi-generational wealth management. Publicly available detail on asset-class mix, stage coverage, or fund-structure shape is absent. No named portfolio companies, deals, or co-investors are disclosed on the firm's website. Cathy Perez is the contact principal listed on the firm's site. The firm's Miami address and phone number are public, but no additional team size, offices, or adjacent vehicles — philanthropic foundations, real-asset arms, or operating businesses — appear in available materials. As an independently owned practice on Brickell Avenue, its architecture is the relationship model: a single team delivering cross-border service directly to a limited number of families, without the layered product shelves of a large private bank.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
1441 Brickell Ave., Suite 1700, Miami, FL 33131, United States
Principals
Cathy Perez
Contact Principal
Frequently asked questions
Who runs investment decisions at Perez Wealth Management?
The firm's website lists Cathy Perez as the principal contact. No separate CIO or investment committee is publicly named. Given the firm's size and structure, investment decisions likely rest with the named principal and any internal team members, but this is not confirmed in public materials.
How does Perez Wealth Management source its clients?
The firm states it has cultural and professional ties with communities in the US, Europe, and South and Central America. This suggests a relationship-driven, cross-border client base drawn from the principal's own network across those regions, rather than an institutional or mass-market model.
Is Perez Wealth Management structured as a single family office or a multi-family office?
The firm markets itself as a multi-generational wealth management team working with a select group of families. While it is independently owned, the language on its website positions it closer to a multi-family office or private wealth advisory practice than a single-family office serving one fortune.
Does Perez Wealth Management participate in fund commitments or only direct investments?
The firm's publicly listed services include portfolio management, lending solutions, cash management, and trustee services. No information is available on whether it executes direct investments, commits to external funds, or a combination — the public record simply does not detail its investment implementation approach.
What is Perez Wealth Management's known posture on co-investments alongside external managers?
No public information describes a co-investment program, club deals, or participation alongside external GPs. The firm presents primarily as a service provider for portfolio management and family office services rather than an institutional co-investor.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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