Comprehensive financial planning, wealth management and strategic investment advice for ultra-high-net-worth individuals, entrepreneurs and families with international interests.
MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, serving clients across the globe who have international financial interests. We provide comprehensive financial planning, wealth management and strategic investment advice for ultra-high-net-worth individuals, entrepreneurs and families — committed to fostering stability and confidence in every financial decision, and to the security of your family's wealth through multiple generations.
Explore Our ServicesEvery engagement is handled personally, end to end — from the first conversation to the final handover.
Comprehensive financial planning tailored to international families and entrepreneurs, grounded in your family's long-term objectives.
Learn more →We work directly with asset structure specialists to offer personalized solutions for complex, cross-border wealth structures.
Learn more →Consolidation of portfolios from different institutions using Addepar — with negotiated cost terms and routine return comparisons.
Learn more →Active, continuous investment strategy under an open-architecture model, with a quarterly investment committee featuring external members.
Learn more →Educational seminars for the next generation and a system of family protocols — the security of your wealth, through multiple generations.
Learn more →Reach out and a member of the MAXIMAI Investment Partners team will respond personally — no call centers, no runaround.
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