The 30 Best High net worth clients in Miami Beach, Florida
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57 Ocean Sales Gallery - Miami Luxury Condos
57 Ocean Sales Gallery is a premier real estate agency located in Miami Beach, Florida, specializing in luxury condos. Situated at 5775 Collins Avenue, this gallery showcases some of the most exclusive and extravagant properties in the area. With stunning ocean views and top-of-the-line amenities, 57 Ocean offers a lifestyle of unparalleled luxury. Whether you are looking to invest in a vacation home or a permanent residence, the expert team at 57 Ocean Sales Gallery is dedicated to helping you find the perfect property to suit your needs. Visit us today to experience the epitome of Miami Beach living.
Richard A. Schurr, P. A.
Richard A. Schurr, P.A. is a law firm located at 100 Almeria Avenue in Coral Gables, Florida, United States. Specializing in family and business law, our experienced lawyers provide individualized and client-centered representation for both simple and complex cases. Whether you need an aggressive attorney for high-conflict situations or a sensitive touch for more amicable cases, our team is here to help. We handle cases in counties throughout Florida, including Miami-Dade, Broward, Palm Beach, Monroe, and Collier Counties. Our firm is well-equipped to handle divorces involving business ownership, with a focus on determining the value of marital assets and navigating business valuations. We offer strategic planning techniques for business owners and their spouses to ensure a fair valuation process. Richard A. Schurr, our principal attorney, has a background in business, finance, taxation, and forensic accounting, making him uniquely qualified to address marital business interests.
Gladstone, Weissman, Hirschberg & Schneider, P.A.
Gladstone, Weissman, Hirschberg & Schneider, P.A. is a prestigious law firm located at 101 North Federal Highway in Boca Raton, Florida, United States. Our team of board-certified attorneys are highly respected in the legal field and specialize in handling complex divorce and family law cases. We proudly serve families in Broward, Miami-Dade, and Palm Beach Counties. Founded by two esteemed legal professionals, our firm offers extensive knowledge and unparalleled skills to our diverse clientele. We cater to high-net-worth clients, including entrepreneurs, physicians, business owners, executives, lawyers, professional athletes, and celebrities. Our discreet services cover a wide range of marital and family law matters, such as divorce litigation, property division, parental rights, prenups, paternity issues, and more.
Gladstone, Weissman, Hirschberg & Schneider, P.A.
Gladstone, Weissman, Hirschberg & Schneider, P.A. is a renowned law firm located at 101 North Federal Highway in Boca Raton, Florida, United States. Our team of board-certified attorneys have earned outstanding reputations in the legal field and are highly respected by their peers. Specializing in complex divorce and family law cases, we serve families in Broward, Miami-Dade, and Palm Beach Counties. Founded by two of the state's most respected legal professionals, our firm brings extensive knowledge and unparalleled skills to each case we handle. We provide robust legal support to a diverse array of clients, including high-net-worth individuals such as entrepreneurs, physicians, business owners, executives, lawyers, professional athletes, and celebrities. Our discreet services cover a full range of marital and family law matters, including complex divorce litigation, property division, parental rights, prenuptial agreements, and more.
Barry A. Nelson - Law Offices of Nelson & Nelson PA
Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.
Cassandra S. Nelson - Nelson & Nelson PA
Located at 2775 Northeast 163rd Street in North Miami Beach, Florida, Cassandra S. Nelson - Nelson & Nelson PA is a trusted institution specializing in estate planning and asset protection legal services for high net worth and private wealth clients. Led by Barry A. Nelson and Jennifer E. Okcular, the attorneys at Nelson & Nelson bring decades of experience and insight to help clients plan for the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. offers personalized, practical, and creative legal advice tailored to each client's unique family situation. Whether clients are businesses, individuals, families, LGBTQ or same-sex couples, or families with special needs children, the attorneys at Nelson & Nelson provide comprehensive estate planning, tax planning, and asset protection planning services to help reduce taxes, maximize economic security, and minimize risk.
Jennifer E. Okcular - Law Offices of Nelson & Nelson PA
Jennifer E. Okcular - Law Offices of Nelson & Nelson PA, located at 2775 Northeast 163rd Street in North Miami Beach, Florida, is a prestigious law firm specializing in estate planning and asset protection for high net worth individuals and private wealth clients. Led by Barry A. Nelson and Jennifer E. Okcular, the attorneys at Nelson & Nelson bring decades of experience and expertise to help clients plan for the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. offers personalized, practical, and creative legal advice tailored to each client's unique family situation. Whether clients are businesses, individuals, families, LGBTQ couples, or families with special needs children, the firm provides comprehensive estate planning, tax planning, and asset protection services to help clients reduce taxes, maximize economic security, and minimize risk.
Fraser Immigration Law PLLC
Fraser Immigration Law PLLC is a top-rated U.S. Immigration Law Firm located in Miami Beach, Florida. Specializing in Employment-Based Visas and Green Card applications for elite professionals such as Entrepreneurs, Investors, Professional Athletes, Researchers, and Scientists, the firm offers strategic immigration representation and superior service to individuals and corporations across the United States and internationally. Founder Shaune D. Fraser, J.D., Attorney at Law, has been recognized by Super Lawyers and has successfully represented a diverse client base, including Olympic and World Championship medalists, high net worth individuals, and entrepreneurs. With expertise in extraordinary ability visa categories, Fraser Immigration Law PLLC assists clients with complex immigration challenges worldwide. Contact them at 1000 5th Street, Miami Beach, FL 33139 or visit their website for more information.
The LaGorce Group - Morgan Stanley
The LaGorce Group at Morgan Stanley is a premier financial institution located in Miami Beach, Florida. With a focus on providing top-notch financial services and investment advice, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are here to provide personalized solutions tailored to your unique needs. Visit us at 1691 Michigan Avenue to learn more about how The LaGorce Group can help you secure a prosperous financial future.
Foundation Wealth Capital LLC
Foundation Wealth Capital LLC is a leading finance institution located at 555 Washington Avenue in Miami Beach, Florida, United States. We specialize in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Foundation Wealth Capital LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Raymond James
Raymond James is a prestigious finance institution located at 1680 Michigan Avenue in Miami Beach, Florida. With a strong presence in the United States, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. Known for their expertise and personalized approach to financial planning, Raymond James is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a reputation for integrity, Raymond James is a trusted partner for individuals and businesses seeking expert financial advice.
Blue Chip Wealth Management
Blue Chip Wealth Management is a premier financial institution located at 1691 Michigan Avenue in the vibrant city of Miami Beach, Florida, United States. As a leading player in the finance industry, we offer comprehensive wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. With a focus on blue-chip investments and strategic financial planning, we strive to deliver exceptional results and unparalleled service to our valued clients. Trust Blue Chip Wealth Management to guide you towards a brighter financial future.
Zamansky LLC
Zamansky LLC is a prominent investment and securities fraud law firm located in the heart of NYC Wall Street and Miami, FL. With over 60 years of combined experience, our team of securities lawyers specializes in assisting investors in securities arbitration and litigation cases against financial institutions, securities issuers, underwriters, and other wrongdoers. We have successfully recovered tens of millions of dollars in stockbroker fraud matters through securities arbitrations and class action cases. Our clients range from small individual investors to high-net-worth clients and institutions, and we also handle ERISA actions and employment law cases for securities industry employees. If you have suffered investment losses due to fraud or misconduct, our attorneys will fight aggressively to recover your losses and hold the responsible parties accountable. Contact Zamansky LLC today for a consultation with an experienced securities lawyer.
Merrill Lynch Financial Advisor Victor A Casado
Merrill Lynch Financial Advisor Victor A Casado, located at 701 Brickell Avenue in Miami, Florida, is part of the Ramirez, Beyhaut & Associates team with over 100 years of experience in finance. They provide personalized financial advice to wealthy client families and business owners in the U.S. and internationally. The team at Ramirez, Beyhaut & Associates takes a holistic approach to financial planning, building strong relationships with clients over generations. They offer global investment opportunities and work closely with clients to address long-term wealth preservation goals. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Victor A Casado and the team at Ramirez, Beyhaut & Associates strive to help clients achieve their financial goals.
Citi Personal Wealth Management
Citi Personal Wealth Management is a finance institution located at 401 West 41st Street in Miami Beach, Florida, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a range of investment options and financial planning strategies tailored to your individual needs. Trust Citi Personal Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.
Inveniam, LLC
Inveniam, LLC is a finance institution located at 450 Alton Road in Miami Beach, Florida, United States. We specialize in providing innovative financial solutions for our clients, helping them achieve their financial goals and grow their wealth. Our team of experienced professionals is dedicated to delivering personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Inveniam, LLC to be your partner in building a secure and prosperous financial future.
Pioneer Family Office
Pioneer Family Office is a premier finance institution located at 3323 Northeast 163rd Street in North Miami Beach, Florida. As a leading family office, we provide comprehensive financial services tailored to meet the unique needs of high-net-worth individuals and families. Our team of experienced professionals offers personalized wealth management, investment advisory, estate planning, and tax optimization strategies to help our clients achieve their financial goals. With a focus on integrity, transparency, and excellence, Pioneer Family Office is dedicated to providing exceptional service and value to our clients.
SDG Accountant LLC
SDG Accountant LLC, located at 301 41st Avenue, St. Pete Beach, Florida, United States, is a premier accounting and finance institution specializing in providing top-notch tax and bookkeeping services to individuals with international interests, including expats, multinationals, and high-net-worth individuals. Unlike general tax preparers, SDG Accountants have a deep understanding of U.S. tax laws, making them experts in handling specialized international tax issues. Unlocking Section 179 Write-Offs for Vehicles with SDG, and decoding alimony and separation taxation for Miami and Tampa residents are just a few examples of the exceptional services provided by SDG Accountants. Clients have praised the firm for their commitment to providing great financial advice, excellent customer service, and quick service in filing taxes.
Fiske - Legal Litigation Solutions
Fiske - Legal Litigation Solutions is a highly reputable accounting and finance institution located at 2385 Northwest Executive Center Drive in Boca Raton, Florida, United States. Many businesses and high-net-worth individuals trust Fiske for a wide range of accounting and tax services, including tax advice, preparation, litigation support, business valuation, and advisory services. Their team of certified public accountants, Certified Fraud Examiners, and Certified Financial Forensics professionals specialize in forensic accounting services to help individuals and businesses protect their assets. Whether it's employee theft, fraud, embezzlement, divorce, civil litigation, or probate matters, Fiske's experts can provide expert testimony and accurate financial analysis.
Churchill Living at Monte Carlo
Churchill Living at Monte Carlo is a prestigious real estate agency located at 6551 Collins Avenue in Miami Beach, Florida. Offering luxurious and exclusive properties, Churchill Living at Monte Carlo specializes in providing top-notch accommodations for those seeking a high-end lifestyle in the heart of Miami Beach. With a prime location and a reputation for excellence, Churchill Living at Monte Carlo is the go-to agency for those looking to experience the epitome of luxury living in South Florida.
EliteLyfe
EliteLyfe is a premier institution located in the vibrant city of Miami, Florida. As a dual-purpose real estate and travel agency, EliteLyfe offers unparalleled services to clients looking to find their dream home or plan their next luxury vacation. With a prime location at 480 Northeast 31st Street, EliteLyfe provides expert guidance and personalized attention to ensure every client's unique needs are met. Whether you're in the market for a stunning waterfront property or seeking a lavish getaway, EliteLyfe is dedicated to making your dreams a reality.
SDG Accountants LLC
Welcome to SDG Accountants LLC, your premier destination for world-class tax and bookkeeping services, located at 1 Windrush Boulevard, Indian Rocks Beach, Florida. Specializing in accounting and finance, we cater to clients with international interests, including expats, multinationals, and high-net-worth individuals. At SDG Accountants, we understand the complexities of international tax issues, offering unmatched expertise in U.S. tax laws to provide tailored solutions for your unique needs. Our services include navigating BOI Reporting for parent and subsidiary entities in Miami and Tampa, as well as unlocking Section 179 write-offs for vehicles. What sets us apart is our commitment to excellence and our ability to provide insightful financial advice that empowers our clients.
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