# Perez Wealth Management

Perez Wealth Management is a Multi Family Office based in Miami, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** 1441 Brickell Ave., Suite 1700, Miami, FL 33131, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** perezwm.com
- **LinkedIn:** linkedin.com/company/perez-wealth-management-llc

## Regulatory record

- **Reports private funds:** No

## About

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.

## People

- Cathy Perez — Contact Principal

## Questions

### 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.

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- [Perennius Capital Partners](https://altss.com/profile/perennius-capital-partners)
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Last updated: 2026-07-06T01:24:23.134Z

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