Straight answers to the questions clients most often ask MAXIMAI Investment Partners. Still unsure? We're one call away.
Ultra-high-net-worth individuals, entrepreneurs and families with international financial interests — a boutique practice with global reach from Miami.
We consolidate portfolios from different institutions using Addepar, negotiate the terms and fees of your custodians for your benefit, and routinely compare the returns obtained from each institution.
An open-architecture model with an active, continuous selection process of administrators and managers, and a quarterly investment committee with external members — supplemented by research partners like Callan and Dynasty Financial Partners.
Yes — family planning is a core service: educational seminars for the next generation and a system of family protocols, so your family's wealth stays secure through multiple generations.