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.
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.
