Our Clientele
Our clientele includes:
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- Owners of three of the largest privately held insurance companies in South Florida
- Various owners of seven major automotive dealerships in Miami
- Many real estate development families and investors in Miami
- Major shareholders of some of the world's largest food and liquor companies
- Owners of three professional sports franchises in the United States
- Many C-suite executives from Miami's banking and financial sector
- Numerous wealthy international families with a footprint in Miami
- A number of investors with significantly large holdings in cryptocurrencies
- Two families engaged in major citrus production in Florida
​- Numerous C-suite executives from the tech industry who have relocated to Miami from California and New York and who work for (or retired from) companies such as Apple, Nvidia, Microsoft, Amazon, UiPath, Netflix, Arista Networks, and Crowdstrike
- Successful capital markets investors
- Descendants of some of the original founding families of Miami-Dade county
- Professionals who are attorneys, CPAs, doctors, dentists, advertising executives, real estate agents, and insurance agents
- Affluent New York legacy families
- Owners of a Formula One race team
- Owner of a powerboat racing team which won the World Offshore Powerboat Racing World Championship
- Two of Latin America's most famous television actresses
- Directors, writers and actors who have won the Academy award, Emmy award and the Pulitzer Prize
- Three major news reporters from South Florida television news programs​
- A number of current and former elected political officials in Miami
- Numerous administrators and professors from the University of Miami and Florida International University​​
Our firm has represented or worked with the following financial institutions of our clients, in no particular order:
- J.P. Morgan / Chase
- Northern Trust
- Morgan Stanley
- Wells Fargo
- Bank of America / Merrill
- We Family Offices
- UBS Wealth Management
- Goldman Sachs
- Citi
- Grove Bank and Trust
- City National Bank of Florida
- Apollo Global Management
- Blackstone Group
- Truist
- Scotia Bank and Trust
- Mariner Trust Company
- Raymond James Financial
- Interactive Brokers
- Banco Santander
- Bessemer Trust
- First Horizon Bank
- Kaufman Rossin Wealth
- Coral Gables Trust Company
- HSBC
- Vanguard
- Anthem Bank & Trust
- Alpine Bank
- Bank of Jackson Hole
- BNY Mellon
- American Express
- AllianceBernstein
- Charles Schwab
- Fidelity Investments
- Prudential
- Regions Bank
- TD Bank
- Seacoast Bank​
- Diversified Trust