A FULL SPECTRUM PROCESS AS LIFE UNFOLDS AND YOUR NEEDS EVOLVE
At Aventura Family Office, you can count on us for almost any financial-related need you encounter. Maintaining or improving your standard of living, providing for your family, generating income with minimal tax consequences, and safeguarding your wealth against unexpected events are all concerns that we can help you address – so you can focus on enjoying your life.
Managing Your Wealth
Our team offers comprehensive wealth management services that go far beyond just typical investment management to address every essential matter that money touches. It’s all in an effort to best serve you and your family today, and for every significant milestone along life’s journey.
- Investment Management
- Insurance and Annuity Strategies
- Tax Saving Strategies
- Retirement Planning
- Credit, Lending, and Cash Management
Building Your Legacy
The wisest of people understand the impact of making their mark and making a difference. We can help you do just that. By collaborating with tax and legal professionals, we can help develop a plan that enables you to maintain your lifestyle now while leaving a meaningful legacy long after you’re gone.
- Education Funding
- Trust Services
- Charitable Giving Strategies
- Estate Planning
Longevity Planning
These days you should expect your retirement to last 30 years or more. That's why it's increasingly important to not only plan for retirement, but to plan for longevity in retirement. How will you manage if everything you buy today costs more next year? And, how do you ensure your money lasts as long as you do?
We’ll help you explore:
- Strategies that may produce a rising income in retirement
- Strategies designed to produce an income you can’t outlive
