MAXIMAI Investment Partners

MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, Florida. MAXIMAI serves ultra-affluent global clients with a focus on Latin America and the Caribbean. Our capabilities include wealth management, domestic and international estate and trust planning, family office services and, through an extensive network, access to specialized banking services, attorneys, tax and other professionals who can guide clients through the intricacies of working worldwide. As an advisor and fiduciary, our firm is uncompromising in its commitment to put our clients’ interests first. We are dedicated to educating clients and their family members so that they are kept abreast of market trends that impact their financial decision-making. Our clients can be confident that we act with prudence and integrity in all we do to ensure preservation of capital along with personal peace of mind.

At MAXIMAI Investment Partners, we seek to work with clients who share the philosophy of “Family First” and who are as dedicated to their families as we are to maximizing their financial security for years to come. Our commitment to forging strong and enduring relationships with clients and their extended families is just the starting point in how we differentiate ourselves in the marketplace:

• Boutique firm with personalized concierge services
• Combined wealth management experience of more than 50 years
• Multicultural and multigenerational team
• Proactive communication and constant interaction with our clients
• Heightened focus on the impact of the evolving regulatory environment on the global client
• Expansive professional network including attorneys, tax professionals, accountants, real estate and insurance experts, among others, that ensures clients a fully integrated solution
• Unbiased intermediaries between our clients and their multiple financial institutions
• Open-architecture platform with access to multiple custodians, a wide range of investment managers, private equity and hedge funds
• Access to the top strategists, economists and portfolio managers in the industry
• Tailored platform for account aggregation and review
• Educational investment seminars and mentoring for clients and their families