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Atlantic Family Wealth

Family Office Florida, United States ·Founded 2014

Overview

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.

Investment Focus

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

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Frequently asked questions about Atlantic Family Wealth

What sectors does Atlantic Family Wealth invest in?

Atlantic Family Wealth invests in Financial Services, Real Estate, Infrastructure, Insurance, Wealth Management and Private Equity, and is based in Florida, United States. Atlantic Family Wealth is listed as a family office in the ConnectSafely investor database.