Activest coordinates investment management, financial planning, estate and succession planning, and related wealth decisions for high-net-worth families in Miami, Aventura, Boca Raton, and throughout South Florida. As an independent, fiduciary wealth management firm, we help families organize complex priorities around a clear long-term plan.
How Activest Coordinates Cross-Border Wealth Planning
Cross-border financial planning helps a family coordinate wealth decisions when family members, businesses, investments, or estate considerations span the United States and Latin America. Activest is an independent, fiduciary wealth-management firm that works with a family's broader professional network.
For Latin American families in Miami and South Florida, this may involve coordinating investment management, financial planning, succession considerations, asset location, and currency exposure across jurisdictions. Activest can coordinate with a family's chosen CPA, attorney, and other professional advisors on questions involving matters such as FATCA, FBAR, estate structures, and tax planning. Activest does not provide legal or tax advice; consult qualified professionals about your specific situation.
A Wealth Management Relationship Built Around Your Family
For a high-net-worth family in South Florida with ties to Latin America, the right wealth management relationship should make it easier to coordinate investment management, financial planning, estate and succession priorities, and the work of the family's existing professional advisors when U.S. and international planning considerations intersect. Activest's independent, fiduciary-only approach is designed for families that want a strategic ally to organize those decisions around long-term goals. In an initial conversation, the team can learn what your family is trying to coordinate and whether wealth management, broader Family Office services, or another scope is the appropriate fit. Start a conversation with Activest about your priorities. Activest does not provide legal or tax advice; consult your CPA or other qualified professional about your specific situation.
IMPORTANT INFORMATION: Activest Wealth Management ("Activest") is a registered investment adviser with the SEC. Being registered with the SEC does not mean the SEC endorses Activest. No information on this material should be construed as a recommendation regarding the purchase or sale of any security unless specifically stated otherwise. Any summaries, prices, quotes, or statistical information have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed. Past performance is not indicative of future results. The value of an investment is subject to risk, including possible loss of the principal invested. Please refer to Activest's ADV Part 2 for additional information and risks.
Activest was previously registered as an investment adviser in Florida and has been registered with the SEC since June 14, 2018. The registration history is included for context and does not imply SEC endorsement. Please review Activest's ADV Part 2 and Form CRS for additional information.
For Latin American families managing wealth across the United States and other jurisdictions, the first step is a conversation about your family's priorities, professional advisors, and long-term goals. Schedule a conversation with Activest.
For Latin American families and others with international ties, wealth planning may involve coordination across jurisdictions, generations, and professional advisors. Our team works with your broader advisory network to help bring those decisions together. Learn more about our Family Office services and investment management services.
Activest Wealth Management does not provide legal or tax advice directly. Consult your CPA or other tax professional regarding your specific situation.
Wealth Management FAQs
What does wealth management include for a high-net-worth family?
Wealth management can bring together investment management, financial planning, estate and succession planning, risk management, and coordination with other professionals. The right scope depends on each family's circumstances and goals.
Does Activest provide wealth management in Miami and South Florida?
Yes. Activest serves families in Miami, Aventura, Boca Raton, and across South Florida from its Aventura office.
Does Activest work with families who have cross-border or international needs?
Activest works with families who have international ties and can coordinate wealth-management decisions across jurisdictions with their CPAs, attorneys, and other professional advisors. Families should seek country-specific legal and tax advice from qualified professionals.
How does Activest coordinate with a family's CPA and attorney?
We collaborate with the professionals a family chooses and help organize financial information and decisions. Activest does not replace a family's CPA or attorney and does not provide legal or tax advice.
Is Activest a fiduciary wealth manager?
Activest is an independent, fiduciary-only registered investment adviser. As a fiduciary, Activest is obligated to act in the client's best interest within the scope of its engagement.
What is the first step in exploring a wealth-management relationship?
The first step is a conversation about your goals, family structure, and planning needs. To begin, schedule a conversation with Activest.
