Top Investment Underwriting and Family Office Advisors in Miami, FL

Independent CPA and advisory firm founded in 1962 and headquartered in Coconut Grove, Miami, with more than 700 professionals and additional Florida offices in Fort Lauderdale, Boca Raton and Palm Beach. Its Transaction Advisory Services group, led by principals based in Miami and Boca Raton, performs buy-side and sell-side due diligence examining financial, operational, tax and IT drivers, with a focus on quality of earnings, for family offices, private equity firms and corporate sponsors pursuing acquisitions.

Independent multi-family office founded in 2007, based at the Four Seasons Office Tower on Brickell Avenue in Miami. Manages more than $1.3 billion in assets under supervision for roughly 25 core client families, providing access to direct and fund investments across real estate, private debt, private equity, venture capital and infrastructure. The firm states it was formed partly in response to concerns about excessive, non-transparent fee structures at bank-affiliated platforms and operates independent of any banking platform.

Miami-based real estate investment banking and merchant banking firm that has arranged capital and closed transactions since 1981, operating from South Bayshore Drive. Structures the full capital stack, including equity, preferred equity, bridge, mezzanine, construction and permanent financing, for owners, investors and developers, with transaction experience spanning multifamily, retail, hospitality, office, industrial, self-storage, condominium, for-sale residential and land assets across the continental United States.

Multi-family office and SEC-registered investment adviser founded in 2008, based in Coral Gables with a second office in Chicago. Manages more than $4 billion in assets under management, providing comprehensive investment solutions including portfolio management and risk management to families, family offices, trusts, estates and other institutions across the United States, Europe and South America, on both discretionary and non-discretionary bases.

Miami-based commercial real estate advisory firm, distinct from a traditional brokerage, that centers its work on underwriting, strategy and execution designed to protect capital and maximize performance. Provides acquisition and disposition advisory, landlord and tenant representation, asset and portfolio management, and valuation services built on institutional-grade financial modeling, including IRR, NOI projections and cap-rate sensitivity analysis, for investors, owners and operators across Miami-Dade and South Florida.

Middle-market investment bank headquartered at 200 E. Broward Boulevard in Fort Lauderdale, with a team of more than 20 professionals that has completed more than 300 transactions and executed over $10 billion in closed deal value nationwide. Provides sell-side and buy-side M&A, recapitalization, restructuring and capital-raising advisory, performing diligence on management quality, financial stability and competitive positioning, and has built a targeted network of private equity, family office, venture capital and lender relationships.

Boutique multi-family office headquartered at 19495 Biscayne Boulevard in Aventura, Miami-Dade County, serving entrepreneurs, ultra-high-net-worth families and institutions globally. Describes itself as combining a single-family-office client experience with the capabilities of an asset manager, offering investment management underpinned by in-house research, access to a network of private equity, credit and alternatives managers, proprietary technology tools, and private-client services covering reporting, accounting and multidisciplinary financial planning.

Boutique multi-family office based on South Bayshore Drive in Miami's Coconut Grove, founded by former J.P. Morgan Private Bank executives, with a second location in San Juan, Puerto Rico. Combines the personalized service of a single-family office with the broader capabilities of a multi-family office, offering investment management, independent financial advisory and family-office technology solutions. Its investment committee and outsourced CIO services provide objective advice on direct and portfolio investment decisions, risk monitoring and liquidity analysis under each family's investment policy statement.