Atlantic Family Wealth
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Equities, ETFs, Private Placements, Real Estate Funds, Insurance Products
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
- Infrastructure
- Insurance
- Wealth Management
- Private Equity
- Crypto
- Hedge Funds
- Commodities
- ESG and Impact Investing
- Estate Planning
- Retirement Planning
- Investment Advisory
- College Planning
- Tax Planning
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2014
Atlantic Family Wealth is a financial advisory firm based in Coral Gables, Florida, specializing in providing comprehensive wealth management services to high-net-worth individuals and families. The firm offers personalized financial planning, investment management, retirement planning, and estate planning, focusing on aligning clients' financial goals with tailored strategies. Their services encompass a wide range of asset classes, including fixed income, equities, ETFs, private placements, real estate funds, and insurance products. Atlantic Family Wealth operates under a fiduciary standard, ensuring that clients' interests are prioritized in all financial decisions. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to regulatory standards, offering services in multiple states, including Florida and Texas. With a dedicated team, Atlantic Family Wealth aims to provide holistic financial solutions that adapt to clients' evolving needs, emphasizing education, empathy, and personalized service. Their approach integrates various financial disciplines to create cohesive strategies that address investment risk, cash flow, tax implications, and long-term objectives, fostering enduring relationships with clients and their families.
Requirements
- Minimum investment size: $1,000,000
- Maximum investment size: $50,000,000
- Geographical focus: United States
- Industries: Financial Services, Wealth Management, Investment Advisory, Retirement Planning, College Planning, Insurance, Estate Planning, Tax Planning, Real Estate, Private Equity, Hedge Funds, Commodities, Crypto, ESG and Impact Investing, Infrastructure
Contact
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