PRIVATE BANKING AND FAMILY OFFICE SERVICES FOR HIGH-NET-WORTH INDIVIDUALS AND FAMILIES
Evolution Wealth Advisors is a Registered Investment Advisor located in the city of Miami which counts with an extensive experience in private banking and asset management for high-net-worth individuals and families
By way of an advisory agreement, we offer a broad range of specialized services and products intended to cover the particular needs of our clients
The offer of services includes:
- Portfolio management: under an “all-inclusive” management fee, we provide wealth management services for investment accounts, as per the investment objectives and risk profile of each client
- Financial planning: we offer an extensive analysis of our client’s financial situation, in order to develop strategic plans adapted to their needs. Our service portfolio includes: financial planning, wealth preservation, income planning, and succession planning
- Consolidation services: we provide consolidation services, investment and risk analysis to accounts held at different custodians
- Alternative investments: advice and product offer for direct investment in non-discretionary products, including private equity funds and investments in the real estate market
- Family office services: we offer the following Family Office services:
- Family protocol, governing bodies, leadership, succession planning
- Education programs including programs for future generations
- Cooperation and support with your tax advisors and lawyers
- Advice on philanthropy in order to help you discover and understand your fundamental interests, with the purpose of developing clear and specific philanthropic objectives
- Relationships with your respective bankers and custodians
- Preparation of customized financial plans for each family member