List of Family Offices in Miami 2026

Key Facts

• Between 33 and 40 single family offices (SFOs) and multi-family offices (MFOs) operate in greater Miami and South Florida as of 2025 data.
• The top 10 Florida family offices collectively supervise more than $175 billion in assets under management (AUM), with individual offices ranging from $500 million to $120 billion.
• Miami serves as the primary hub, with secondary clusters in West Palm Beach, Boca Raton, and Fort Lauderdale.
• The market splits roughly evenly between SFOs and MFOs, with a growing segment of family-backed private equity firms focused on lower middle market deals.
• Florida's zero state income tax and absence of estate or inheritance taxes continue to drive relocations from New York and inflows of Latin American wealth.
• Capital is flowing heavily into real estate, venture-backed technology, healthcare, and cross-border allocations bridging North and Latin America.

Miami Family Office Landscape Overview

Miami has become one of the fastest-growing family office markets in the United States, with 33 to 40 family offices in Miami tracked by major industry databases. The city sits at the intersection of North American and Latin American wealth, creating a cross-border dynamic that few other U.S. markets can match. Bessemer Trust, the largest office with a Miami presence, supervises more than $200 billion globally. Among locally headquartered SFOs, Ligo Partners has deployed $780 million since 2022 alone.

Three macro forces fuel this growth. Florida charges no state income tax, no estate tax, and no inheritance tax. This combination has pulled dozens of ultra-high-net-worth (UHNW) families south from New York. Latin American families, especially from Colombia and Central America, use Miami as their U.S. base for wealth management and direct investments.

More than 100 of the top 5,000 U.S. startups now call Miami home, feeding local deal flow in fintech, healthtech, and climate tech. The office landscape spans five distinct models. Traditional SFOs and MFOs serving multiple families form the core. Virtual family offices (VFOs) that outsource operations, family-backed PE firms targeting the lower middle market, and advisory hybrids round out the mix. West Palm Beach, Boca Raton, Key Biscayne, and Coral Gables each host notable firms, but Miami proper remains the center of gravity.

Family Office Comparison

The table below ranks Miami-area family offices by available AUM data. Offices without verified AUM figures appear alphabetically after those with confirmed numbers.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
Bessemer Trust	MFO	$200B+ (assets under supervision)	Diversified public and private investments	Full service: investment, estate planning, bill pay, HR, education	Miami (global)
Cresset Capital	MFO	$65B+	Private wealth, financial planning, private investments	Financial planning, tax strategy, trust services, family governance	West Palm Beach
Ligo Partners	SFO	$780M deployed since 2022	Disruptive tech, venture-backed companies, tech debt	Direct equity, tech debt financing, rollups, secondaries	Miami
The Miami Family Office	SFO	$500M	Direct real estate and operating businesses	Real estate allocation, business acquisition	Miami
WE Family Offices	MFO	$2.7B (as of 2014)	Full wealth management	Wealth management, investment advisory, RIA services	Miami
CV Advisors	MFO	—	Bespoke portfolios, private equity, private credit	Investment management, tax planning, estate planning	Miami
BigSur Partners	MFO	—	Wealth preservation, intergenerational transfer	Advisory, wealth preservation	Miami
Crystal Capital Partners	MFO	—	Private equity, hedge funds, alternatives	Alternative investment solutions	Miami
Fourshore Partners	Family-backed PE	—	Lower middle market buyouts ($2M–$15M EBITDA)	Buyouts, management buyouts, carve-outs	Miami
On Par Capital	SFO	—	Healthcare, real estate, lower middle market PE	Direct investing, LP co-investments	South Florida

Bessemer Trust and Cresset Capital dwarf other offices by managed assets, but their scale reflects national platforms with Miami outposts. Among locally headquartered offices, Ligo Partners leads in deployed capital with a sharp focus on venture-stage technology.

Top Picks by Strategy

• Largest AUM platform: Bessemer Trust, supervising $200 billion with a 99% ten-year client retention rate and a 3-to-1 client-to-employee ratio
• Best for venture-stage tech: Ligo Partners, which has backed 103 companies and completed 24 exits since 2022, co-investing alongside Founders Fund, NVIDIA, and Temasek
• Top real estate allocator: The Miami Family Office, holding roughly 100 properties including commercial assets, operating entities, and land banks
• Strongest MFO for Latin American families: BigSur Partners, built by five anchor families for cross-border wealth preservation and intergenerational transfer
• Leading lower middle market dealmaker: Fourshore Partners, with four closed deals targeting $10M to $75M enterprise value in the U.S. and Caribbean
• Most active co-investor: On Par Capital, completing over 40 co-investments in real estate, private equity, and special situations over the past decade
• Best for bespoke alternative portfolios: CV Advisors, offering security-by-security portfolio construction with access to premier private credit and hedge fund managers

Top Family Offices in Miami in Detail

Bessemer Trust

Bessemer Trust brings institutional-grade resources to Miami's UHNW families through its local office, one of 22 globally. The firm supervises more than $200 billion and serves over 3,000 clients. Its industry-leading 3-to-1 client-to-employee ratio ensures hands-on service even at massive scale.

Bessemer offers complete family office solutions: investment management, trust and estate planning, bill pay, HR services, and financial education for next-generation members. Families weighing whether to build a standalone SFO in Miami often use Bessemer as the benchmark for outsourced alternatives. The firm's 99% ten-year client asset retention rate reflects the depth of those relationships.

Ligo Partners

No Miami SFO deploys capital into technology at the pace of Ligo Partners. The firm has invested $780 million since 2022, backing 103 companies. It has exited 24 of them through IPOs and buyouts by Lockheed Martin, Zoetis, Verint Systems, and others.

Ligo co-invests with Founders Fund, NVIDIA, Temasek, and BlackRock, giving it access to deals most SFOs cannot reach. Key investments include a $130 million Series C in Ayar Labs and a $250 million convertible note in Rain. A $50 million Series D in Neo Financial further illustrates the firm's range. Tech founders with recent liquidity events will find Ligo's direct-deal sourcing and tech debt financing well aligned with their background.

WE Family Offices

WE Family Offices holds the top ranking among registered investment advisors (RIAs) in Miami, based on $2.7 billion in AUM as of 2014. The firm operates as a fiduciary MFO, offering full wealth management and advisory services. Its independent structure means WE does not sell proprietary products, aligning its incentives with client outcomes. The office focuses on serving wealthy families who want a dedicated advisory team without the overhead of running their own SFO.

CV Advisors

CV Advisors builds bespoke portfolios for UHNW families, entrepreneurs, and institutions from its Miami headquarters. The firm pairs security-by-security portfolio construction with an expansive network of private equity, private credit, and alternative managers. Its service model extends beyond capital deployment into tax planning, estate planning, trust administration, and wealth strategy. CV Advisors delivers a single family office experience to each client, including liquidity planning and coordination with outside legal and accounting professionals.

Fourshore Partners

Fourshore Partners targets lower middle market buyouts with enterprise values between $10 million and $75 million. It focuses on companies generating $2 million to $15 million in EBITDA. The firm operates in the U.S. and Caribbean, acquiring businesses in marine services, logistics, financial services, and niche manufacturing.

Four closed deals between 2020 and 2022 (North State Acceptance, Genesis Capital Finance, Buske Logistics, Celtic Capital) demonstrate a steady deal cadence. Fourshore handles family-owned businesses, management buyouts, corporate carve-outs, and turnaround situations.

On Par Capital

On Par Capital holds one of the most active co-investment track records among South Florida SFOs. The firm has completed over 40 co-investments in real estate, lower middle market private equity, and special situations over the past decade. On the direct investing side, On Par has started, acquired, and exited nearly 10 healthcare businesses. These include Dreamlife Recovery, Ventre Medical Associates, and Research Centers of America. Families seeking a co-investment partner with healthcare sector depth will find On Par's deal history hard to match locally.

Addison Capital Partners

Two UHNW family offices back Addison Capital Partners, which focuses on smaller middle market growth companies that are closely held or family-owned. The firm has closed 13 deals, including Communication Power Companies in 2023 and Alliance CNC Cutter Grinding Services in 2018. Addison provides legacy oversight, growth capital, and management resources. It targets business owners who want to preserve their company's culture while gaining institutional-level support.

BigSur Partners

Five anchor families created BigSur Partners as an independent MFO focused on wealth preservation and intergenerational wealth transfer. The firm caters to families navigating cross-border complexity, providing advisory services that bridge North and Latin American financial systems. Its independence from product distribution allows BigSur to serve as a pure fiduciary, selecting allocations based solely on client objectives.

Crystal Capital Partners

Crystal Capital Partners gives MFO clients access to private equity, hedge funds, and other alternative solutions through a single platform. The firm operates from Miami and targets families who want diversified exposure to alternative asset classes without maintaining their own research teams. Crystal fills a gap for families whose portfolios have outgrown traditional wealth management but who do not need the full scope of a dedicated SFO.

Amzak Capital Management

The Kazma family built Amzak Capital on wealth from the cable television industry. That wealth originated with the founding of Amnet in Central America and its sale to Millicom in 2008. Headquartered in Boca Raton, Amzak now invests in private equity, fixed income, real estate, and healthcare. The firm's geographic focus spans the U.S., South America, Central America, and the Caribbean, reflecting the family's deep operational roots in the region.

Investment Trends Shaping This Market

Venture Capital Flowing Through Family Office Channels

Miami private wealth offices are investing directly in venture-backed companies at an unusual rate for a market traditionally dominated by real estate. Ligo Partners alone has backed 103 startups since 2022, co-investing with tier-one venture firms. The city now hosts more than 100 of the top 5,000 U.S. startups, and accelerator programs like Endeavor and Rokk3 feed local deal flow.

Cross-Border Deal Activity With Latin America

Colpatria Capital, backed by Colombia's Pacheco family, co-invests with family offices and PE funds in operating companies spanning the U.S., Canada, and Europe. Amzak Capital maintains a geographic focus on South and Central America and the Caribbean. Miami's bilingual financial systems and cultural fluency make it the natural base for families managing wealth on both sides of the border.

Lower Middle Market Buyouts by Family-Backed PE

Family-backed PE firms like Fourshore Partners and Addison Capital Partners have completed more than 17 combined deals in the lower middle market. These firms target companies with $2 million to $15 million in EBITDA, often family-owned businesses seeking succession planning solutions. The model pairs patient family capital with institutional deal execution.

Real Estate Remains the Anchor Asset Class

The Miami Family Office holds roughly 100 properties, including commercial, residential, and land bank assets. Desdemona Capital, the SFO of internet pioneer Christian Jagodzinski, invests primarily in luxury real estate including Villazzo and Nikki Beach in St. Tropez. Sargi Group focuses on land entitlement and infill development within Florida specifically.

How to Evaluate a Family Office in Miami

Miami's density of options (over 33 offices in the metro area) makes structured evaluation essential. Start with office type. SFOs like Ligo Partners and The Miami Family Office offer fully custom strategies but typically require $100 million or more in assets. MFOs like WE Family Offices and CV Advisors share costs among multiple families, making them viable starting at $25 million.

Cross-border capability separates Miami from most U.S. markets. Families with Latin American assets or business ties should assess an office's cultural fluency, bilingual staffing, and track record in multi-jurisdictional tax planning. BigSur Partners and Colpatria Capital specialize in this area. In contrast, many national MFOs with Miami branches may lack deep Latin American expertise.

Client retention rate is a reliable quality signal. Bessemer Trust reports 99% retention over ten years, a benchmark smaller offices should match. Ask for the client-to-advisor ratio. Bessemer's 3-to-1 figure sets the standard for personalized service at scale.

Fee transparency matters in Miami's competitive market. Red flags include bundled fees that obscure costs, lack of fiduciary status, and reluctance to share deal history. Firms registered as RIAs, like WE Family Offices, operate under fiduciary obligations that require them to act in client interests.

Private deal flow access distinguishes Miami offices from peers in smaller markets. Families focused on direct investments should evaluate an office's closed transaction count and co-investment network. On Par Capital's 40-plus co-investments and Addison Capital's 13 closed deals provide concrete benchmarks for dealmaking activity.

Which Family Office Fits Your Needs?

Families managing $200 million or more who want a single provider for investments, estate planning, tax strategy, and family oversight should evaluate Bessemer Trust and Cresset Capital first. Both offer full-service platforms with dedicated advisor teams. Cresset's $65 billion platform may feel more accessible than Bessemer's $200 billion global operation.

Business owners planning a liquidity event or seeking to invest proceeds directly into companies will find Miami unusually well-suited. Ligo Partners offers tech-focused direct investing, Fourshore Partners targets lower middle market buyouts, and On Par Capital provides healthcare-specific deal expertise. These offices operate as investment partners, not just advisors.

Next-generation wealth holders and families with cross-border complexity between the U.S. and Latin America should prioritize BigSur Partners or CV Advisors. BigSur's founding by five anchor families gives it natural credibility with multigenerational dynasties. CV Advisors combines bespoke portfolio construction with coordination of outside legal and tax professionals, reducing the burden on families managing multiple service providers.

For families who do not yet justify the cost of an MFO, virtual family office models offer a lower entry point. These arrangements typically start at $10 million to $40 million in assets.

Methodology

This list of family offices in Miami draws on publicly available data from industry databases, regulatory filings, and office websites. The editorial team included offices based on confirmed Miami or South Florida headquarters and verified capital deployment activity. AUM figures reflect the most recent publicly reported numbers. Offices without verified AUM data earned inclusion based on documented deal history or service offerings. The analysis covers SFOs, MFOs, family-backed PE firms, and advisory hybrids active as of 2025. No office paid for inclusion, and rankings reflect editorial judgment based on available data.