Allié Family Office

Family Office Florida, United States ·Founded 2019

Overview

Allié Family Office is an independent family office offering personalized wealth management services to high-net-worth individuals and families. With offices in Lima and Miami, the firm specializes in asset management, tax planning, and estate structuring, focusing on preserving and growing clients' wealth across diverse asset classes. The firm's investment strategy encompasses private equity, real estate, public equities, alternative assets, and commodities, targeting growth, late-stage, pre-IPO, and buyout opportunities. Allié Family Office operates in the United States and Peru, serving a wide range of industries, including financial services, real estate, technology, healthcare, consumer goods, energy, telecommunications, media, transportation, education, agriculture, manufacturing, retail, hospitality, and pharmaceuticals. With a disciplined approach, Allié Family Office seeks opportunities that align with its long-term vision, emphasizing capital preservation, risk management, and sustainable growth. The firm is committed to providing comprehensive financial solutions tailored to the unique needs of each client, ensuring a holistic approach to wealth management.

Investment Focus

  • High-net-worth individuals and families seeking personalized wealth management services

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Frequently asked questions about Allié Family Office

What sectors does Allié Family Office invest in?

Allié Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Florida, United States. Allié Family Office is listed as a family office in the ConnectSafely investor database.

What stage does Allié Family Office invest at?

Allié Family Office backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.

Which regions does Allié Family Office invest in?

Allié Family Office invests across United States and Peru.

Last updated · Source: ConnectSafely investor database