Family Wealth Group, LLC is an independent, fee-only wealth management firm and multi-family office headquartered in Coral Gables, Florida. Founded on the principle of providing objective, conflict-free advice, the firm acts as a fiduciary for its clients, which primarily consist of ultra-high-net-worth families. Its mission is to help clients manage the complexities of their wealth through a holistic and integrated approach that includes investment management, financial planning, tax and estate planning, and risk management. The firm emphasizes long-term relationships and customized strategies to preserve and grow generational wealth.

Founded in

Canada