Sulzberger Capital Advisors

Sulzberger Capital Advisors

Sulzberger Capital Advisors was founded in 2014 by Gene Sulzberger and operates from a single office on Biscayne Boulevard in Miami. The firm is a registered investment adviser that serves individuals, high-net-worth families, trusts, estates, and business entities. Its public materials emphasize cross-border wealth management for both US and international clients. The firm constructs customized portfolios and provides financial planning, retirement consulting, and pension advisory services. Published research — including quarterly whitepapers — focuses on tax-efficient asset location across taxable and retirement accounts, signaling a strategy built around after-tax outcomes rather than a single asset-class specialization. There is no public disclosure of direct investment positions, fund commitments, or named co-investors. The client base includes corporations and organizations alongside private wealth. Team size and total assets under advisement are not publicly reported. The Miami location serves as the sole office, with no disclosed satellite presence or adjacent vehicles such as philanthropic foundations or operating companies. The firm has published quarterly whitepapers — including a Q1 2023 note on IRA tax planning — that reflect an in-house emphasis on tax and retirement strategy. Sulzberger Capital Advisors differs structurally from many wealth managers by anchoring its public thought leadership in tax-aware asset placement — the deliberate allocation of asset types across taxable and tax-advantaged accounts — rather than in manager selection or alternative-investment access. Its cross-border client mandate and boutique footprint give it a posture closer to a specialized planning firm than to a multi-family office aggregator.