Founded to serve individuals who wish to solidify their current financial position while also planning for the prosperity of future generations. As a boutique firm catering to domestic and international high net worth clients, our services include investment consulting, estate planning, and business succession solutions. Headquartered in the heart of Miami's financial district, we provide one of the most versatile and beneficial financial products within the industry. With more than 10 years in the industry, we combine our experience with cultivated skills in finance and insurance to best serve our clients. We pride ourselves on our work with partners from the financial industry including highly rated insurance carriers, private banks, hedge funds, and family offices. This synergy allows us to provide our clientele with only the highest level of individually tailored financial services.