Top Family Offices in Miami Beach 2026

Key Facts

• At least 33 family offices operate in the greater Miami area. Miami Beach and North Miami Beach host dedicated offices such as the Sidman Family Office and Pioneer Family Office.
• Graystone Consulting (Morgan Stanley) leads by assets under advisement at $34.3 billion. Cresset Capital manages over $65 billion nationally from its West Palm Beach base.
• Miami Beach sits within the South Florida corridor from Miami to Palm Beach, the densest family office concentration in the Southeast United States.
• The market includes single family offices (SFOs), multi-family offices (MFOs), virtual family offices (VFOs), and institutional platforms serving ultra-high-net-worth (UHNW) families.
• Lower middle market direct investments targeting $2 million to $15 million in EBITDA represent a dominant capital flow pattern among local offices.
• Florida's zero state income tax and proximity to Latin America are the two primary drivers of new family office formation and relocation to the Miami Beach area.
• Twenty-six percent of SFOs have experienced cybercrime, making digital security a critical evaluation factor for families choosing an office.

Family Office Miami Beach: Landscape Overview

Miami Beach and the broader South Florida region have become a magnet for UHNW families seeking full wealth management. Industry directories list 33 family offices in the Miami metro. Wealth databases track offices with assets under management (AUM) ranging from $500 million to $120 billion. Miami's Brickell financial district serves as the primary hub, while Miami Beach, Coral Gables, and North Miami Beach each host offices with distinct client profiles.

Three forces shape this market. First, domestic relocations from high-tax states like New York and Connecticut continue to accelerate. Second, Latin American families (including Colombian, Brazilian, and Venezuelan wealth holders) use Miami Beach as their gateway to U.S. markets. Colpatria Capital, backed by the Pacheco family of Bogotá, exemplifies this cross-border flow. Third, Florida's favorable trust and estate planning laws give families structural advantages that other states cannot match.

The South Florida family office corridor stretches from Miami to Palm Beach. Secondary hubs include West Palm Beach, Boca Raton, and Fort Lauderdale. West Palm Beach hosts offices managing $10 billion or more. Miami Beach itself offers a combination of lifestyle appeal and financial systems that draws families who want proximity to both deal flow and waterfront living.

Family Office Comparison

The table below compares key family offices operating in or near Miami Beach based on available data. AUM figures appear only where verified.

Family Office	Type	AUM	Investment Focus	Services	Location
Graystone Consulting (Morgan Stanley)	Institutional	$34.3B	Hedge funds, private capital, succession	Full service, estate planning	Miami
Cresset Capital	MFO	$65B+	Private wealth, family office services	Trust services, private investments	West Palm Beach
WE Family Offices	MFO	—	Investment strategy, SFO consulting	Wealth advisory, intergenerational planning	Miami
CV Advisors	MFO	—	PE, private credit, alternatives	Tax planning, estate planning, bespoke portfolios	Miami
Sidman Family Office	SFO	—	Public/private markets, real estate	Multigenerational management	Miami Beach
Pioneer Family Office	MFO	—	Holistic financial planning, international	Wealth management, financial planning	North Miami Beach
On Par Capital	SFO	—	Healthcare, real estate, PE	Direct investing, co-investments	South Florida
Kaufman Rossin	Advisory/MFO	—	Family office services, outsourced operations	Lifestyle, tax, estate, digital security	Miami

Graystone Consulting and Cresset Capital anchor the market by AUM. For families seeking independent, conflict-free advisory, WE Family Offices and CV Advisors offer MFO platforms without proprietary product mandates. Sidman Family Office is the only SFO headquartered directly in Miami Beach.

Top Picks by Strategy

• Largest AUM in Miami: Graystone Consulting (Morgan Stanley), with $34.3 billion in assets under advisement as of June 2024
• Best for Cross-Border Families: Colpatria Capital, backed by the Pacheco family of Colombia, targets co-investments in operating companies in the U.S., Canada, and Europe
• Top Real Estate Allocator: The Miami Family Office, with over 100 direct real estate properties including commercial assets and land banks
• Strongest Healthcare Focus: On Par Capital, with nearly 10 healthcare exits and over 40 co-investments in the past decade
• Most Complete Lifestyle Services: Kaufman Rossin, offering concierge medicine, collectibles management, fractional chief of staff, and construction project oversight
• Leading Independent MFO: WE Family Offices, providing conflict-free allocation strategy and SFO consulting for multigenerational families
• Best for Lower Middle Market Deals: Fourshore Partners, targeting buyouts at $10 million to $75 million enterprise value with four completed deals since 2020

Top Family Offices in Miami Beach and Greater Miami

Sidman Family Office

Miami Beach's only dedicated SFO, the Sidman Family Office manages capital in both public and private markets with a strong real estate component. Its multigenerational model focuses on strategic capital deployment rather than fund-based investing. For UHNW families already based on the island, Sidman offers the closest geographic alignment and local market knowledge of any single family office in the area.

WE Family Offices

WE Family Offices holds a distinctive position among independent MFOs in Miami. The firm advises families directly and also consults for existing single family offices. WE serves families who already run their own SFOs but need objective, third-party validation on portfolio construction and manager selection. This dual capability (serving both MFO clients and standalone SFOs) sets it apart from competitors offering only one model.

CV Advisors

CV Advisors builds security-by-security portfolios for entrepreneurs and UHNW families, rejecting model portfolios in favor of fully custom mandates. The firm pairs its team with a network of private equity, private credit, and alternative managers to execute endowment-style strategies. Its Miami headquarters in Brickell puts it minutes from Miami Beach. The private client services team handles tax planning, estate structuring, and liquidity planning in-house.

Graystone Consulting (Morgan Stanley)

Graystone Consulting represents the institutional end of the family office spectrum in Miami, with $34.3 billion in assets under advisement. The platform provides access to Morgan Stanley's hedge fund, private capital, and concentrated stock strategy offerings. Families with complex holdings in public equities, private businesses, and legacy real estate find a single point of coordination through Graystone's Miami team. The trade-off is platform scale versus boutique attention.

Pioneer Family Office

Pioneer Family Office serves an international client base from its North Miami Beach headquarters. The firm delivers holistic financial planning and wealth management for families navigating multiple jurisdictions, with clients from Latin America, Europe, Asia, and Africa. For international families relocating to Miami Beach who need cross-border tax planning and multi-currency portfolio management, Pioneer offers language capabilities and cultural fluency that domestically focused firms lack.

On Par Capital

On Par Capital has built one of the most active healthcare track records among South Florida private wealth offices. The SFO has exited nearly 10 healthcare businesses with strong returns, including Dreamlife Recovery, Ventre Medical Associates, and Research Centers of America. Beyond healthcare, On Par has completed over 40 co-investments in real estate, lower middle market PE, and special situations over the past decade. Its dedicated pool of capital for co-investing alongside other family offices and PE funds gives it consistent deal access.

Kaufman Rossin

Kaufman Rossin approaches family office services from the operational side, offering outsourced back-office functions that most MFOs and SFOs struggle to build internally. The firm's lifestyle services division handles everything from art and wine inventories to concierge medicine and fractional chief of staff roles. Its digital security consulting is especially relevant given that 26% of SFOs have experienced cybercrime. Offices in Miami, Boca Raton, and Palm Beach Gardens provide geographic coverage along the full South Florida corridor.

Fourshore Partners

Fourshore Partners operates as a family office-backed PE firm focused on lower middle market buyouts. The firm targets companies generating $2 million to $15 million in EBITDA with enterprise values between $10 million and $75 million. Completed transactions include Celtic Capital, Buske Logistics, Genesis Capital Finance, and North State Acceptance, spanning financial services, logistics, and business services. Families seeking co-investment opportunities alongside an active deal team find Fourshore's Miami-based platform well positioned.

Ritzr (Campbell Family Office)

The Campbell family operates Ritzr as its capital deployment arm, backing over 100 private companies that have created tens of thousands of jobs. Ritzr acquires majority stakes in U.S.-based manufacturing, home services, B2B services, and subscription software companies. The office also participates as a limited partner in PE and venture capital funds. Its permanent capital structure means portfolio companies face no fund-life exit pressure.

Addison Capital Partners

Addison Capital Partners invests on behalf of two high-net-worth family offices, targeting "smaller" middle market growth companies that are closely held or family owned. The firm has completed 13 deals, including Communication Power Companies (2023) and Alliance CNC Cutter Grinding Services (2018). Addison provides long-term oversight and growth capital without forced timelines. This approach appeals to business owners who want to sell but remain involved.

Investment Trends Shaping This Market

Direct Lower Middle Market Deals

Miami-area family offices increasingly bypass traditional fund structures to invest directly in operating businesses. Fourshore Partners, Addison Capital, and On Par Capital together have completed dozens of direct investments targeting companies with $2 million to $15 million in EBITDA. Miami's growing concentration of deal intermediaries and middle market platforms supports this pipeline.

Latin American Capital Flows and Cross-Border Investing

Colpatria Capital, backed by the Pacheco family's Colombian conglomerate, channels Latin American capital into middle-market operating companies in the U.S., Canada, and Europe. Pioneer Family Office in North Miami Beach caters to families from Latin America, Europe, and Asia. These cross-border flows have made Miami Beach a bilingual wealth management market where Spanish-language capabilities are a baseline expectation, not a differentiator.

Healthcare Practice Roll-Ups

On Par Capital and Bond Healthcare Partners represent a distinct thesis within the Miami family office market: acquiring physician practices and healthcare facilities in the South and Southeast. On Par's track record of nearly 10 healthcare exits, combined with Bond's focus on cosmetic and plastic surgery practices, reflects the concentration of medical expertise and patient demand in South Florida.

Permanent Capital and Long-Term Holding

Several Miami-area firms, including Ritzr, Eden Hall Capital, and Outlive Capital, operate as permanent equity investors rather than fund-cycle buyers. This structure appeals to business owners who want a succession solution without five-to-seven year exit pressure. Eden Hall specializes in professional services. Outlive Capital focuses exclusively on Florida-based companies.

Real Estate as a Core Allocation

The Miami Family Office holds over 100 direct real estate properties spanning commercial assets, operating entities with real estate components, and land banks. Real estate remains a dominant allocation theme for Miami Beach wealth managers given local market dynamics: limited barrier island land supply, consistent international buyer demand, and favorable property tax treatment compared to Northeast markets.

How to Evaluate a Family Office in This Market

Selecting a wealth management firm in Miami Beach requires weighing factors specific to this market. The density of options (33-plus offices in the metro area alone) means families must first narrow by office type. A family with $100 million or more in liquid assets can justify a dedicated SFO like the Sidman Family Office. Families with $25 million to $100 million will find more cost efficiency through MFO platforms like WE Family Offices or CV Advisors.

Cross-border capability is a non-negotiable criterion for international families. Pioneer Family Office and Colpatria Capital serve clients with assets and obligations in multiple jurisdictions. Families migrating from Latin America should verify that the office handles multi-country tax compliance and currency exposure, not just U.S. domestic planning.

Digital security posture deserves direct scrutiny. With 26% of SFOs reporting cybercrime incidents, families should ask prospective advisors about internal controls, employee background checks, and fraud prevention policies. Kaufman Rossin offers dedicated security consulting and internal control assessments that can serve as a benchmark.

Fee transparency separates the best firms from the rest. MFOs typically charge 0.25% to 1.5% of AUM. SFOs cost 0.75% to 2% of total wealth annually in operational overhead. Families should request a full fee schedule including performance fees, transaction fees, and any revenue-sharing arrangements with external managers. In a market where many offices also offer PE co-investment, families must understand whether the office earns carried interest on those deals.

Which Family Office Fits Your Needs?

UHNW families with $100 million or more in investable assets who want full control should explore establishing a dedicated SFO. Kaufman Rossin can provide operational setup support, and specialized legal counsel can assist with Florida domicile establishment and trust structuring. Families at this wealth level who prefer not to build from scratch can engage WE Family Offices, which offers SFO consulting alongside its MFO platform.

Business owners planning a liquidity event will find Miami's family office-backed PE firms especially relevant. Addison Capital Partners and Fourshore Partners both target closely held businesses in the lower middle market and offer permanent or patient capital structures. Tech founders with $200 million or more in post-exit liquidity should consider CV Advisors for custom portfolio construction, or Cresset Capital for a national platform with deep alternative access from its West Palm Beach office.

International families relocating to Miami Beach face a distinct set of challenges: domicile establishment, cross-border estate structuring, and multi-jurisdiction tax planning. Pioneer Family Office in North Miami Beach serves exactly this profile. For Latin American families with operating businesses in their home countries, Colpatria Capital provides a natural bridge between Colombian and U.S. markets. Next-generation wealth holders navigating intergenerational transfer can look to WE Family Offices, which specializes in family oversight frameworks and succession planning for multigenerational families.

Methodology

This article surveys family offices operating in and around family office Miami Beach, drawing on directory data (33 Miami family offices identified), wealth databases (top 10 Florida offices by AUM), and individual office disclosures. Offices were selected based on verified presence in the Miami metro, publicly available capital deployment activity, and service scope relevant to UHNW families. AUM figures appear only where confirmed by institutional filings or official disclosures. Graystone Consulting's $34.3 billion figure reflects assets under advisement as of June 2024. Deal histories reference transactions documented on middle market deal platforms. This guide covers the broader South Florida market and is current as of early 2026.