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Miami Wealth Management

Comprehensive wealth management services

CV Advisors is an independent wealth management firm located in Miami, dedicated to creating, implementing, and overseeing customized portfolios for families and small institutions.

The Approach of our Private Wealth Management Firm in Miami

A private wealth management firm in Miami, FL with a deep team of seasoned investment professionals offering a unique private wealth management (PWM) experience for our clients. This includes a rigorous approach to investment management anchored in our internal research capabilities, complemented by our robust platform of third-party managers, a proprietary suite of software tools, and a team of family office service professionals focused on supporting every facet of our clients' financial needs.

About Us

$
24BN
+
Assets Under Advisement
$
16BN
+
Assets Under Management
157
Client Relationships
91
+
Team Members
14
+
Proprietary Research
(Investment Committee Members)
8
+
Proprietary Technology
(Programmers and Engineers)

* Figure as of 4/16/2026

Family Office Services

Headquartered in Miami, CV Advisors family office manages tailored investment portfolios for entrepreneurs, ultra-high net worth families, and institutions. Drawing upon extensive research resources, we support a wide spectrum of mandates customized to individual clients’ needs. This includes diversified, liquid, efficient, and transparent portfolios built security-by-security, to advanced endowment model investment strategies supported by our network of premier private equity, private credit, and alternatives managers. We seek to achieve clients' long-term goals with accuracy, cost-efficiency, and rigorous risk management throughout market fluctuations.

Tax Planning & Strategy
Wealth Strategy & Liquidity Planning
Estate Planning & Trusts
Private Client Services

Services our Wealth Management Firm in Miami Provides

Providing bespoke private wealth management services, from our Miami, Florida headquarters, we address clients' specific wealth management needs and beyond, delivering comprehensive support for their broader financial goals. This encompasses management of custodial and private banking relationships, monitoring liquidity, addressing lending needs, and working with our broad professional service network for estate planning, tax planning and other needs. We offer our families:

Wealth Management in Miami

Our wealth management services capitalize on our unique, in-house research capabilities and robust institutional connections, led by your dedicated private wealth advisor responsible for providing personalized investing guidance, creating personalized strategies for wealth management and planning based on individual family objectives.

Tailored Family Office Services

We go beyond investment strategy and portfolio management, assisting our families with private banking, monitoring cash flow, providing financial planning, arranging customized lending services, and providing administrative support.

Network of Professional Service Providers

We manage a network of professional service firms to ensure smooth collaboration between accountants, attorneys and other third party service providers, all in harmony with the overall investment strategy and financial objectives.

Awards & recognition

CV Advisors Ranked Among Top 100 RIAs in the Country
September 2025
CV Advisors Ranked #24 in the Top RIA
October 2025
Best Multi-Family Office – United States
November 2025
For a comprehensive overview of the methodology employed by each firm, please refer to our Press page

Who we Work With

We work closely with Entrepreneurs, Families, Single Family Offices, and small Institutions, providing them with independent wealth management services designed for their long-term investment objectives.

Comprehensive Support for Families

Our single family office approach supports our clients with a broad range of services to meet their unique needs.

Multidisciplinary Family Office Team
Wealth Management
Estate & Tax Planning
Professional Service Provider Network
Dedicated Research Resources
Proprietary Technology
Financial Planning
Complete Customization
Multidisciplinary Family Office Team
Wealth Management
Estate & Tax Planning
Professional Service Provider Network
Dedicated Research Resources
Proprietary Technology
Financial Planning
Complete Customization
Multidisciplinary Family Office Team
Wealth Management
Estate & Tax Planning
Professional Service Provider Network
Dedicated Research Resources
Proprietary Technology
Financial Planning
Complete Customization

FAQ

What is private wealth management?

Private wealth management is a personalized financial service for high-net-worth individuals, families, entrepreneurs, and institutions. It may include investment management, financial planning, estate planning coordination, tax strategy support, liquidity planning, and other services designed to help clients manage, preserve, and grow wealth over time.

What does a wealth management firm in Miami do?

A wealth management firm in Miami helps clients manage complex financial needs through customized investment portfolios, financial planning, risk management, and family office support. CV Advisors also assist with private banking relationships, lending solutions, liquidity management, estate planning coordination, and tax planning support.

Who can benefit from wealth management services?

Wealth management services can benefit entrepreneurs, business owners, executives, ultra-high-net-worth families, single-family offices, foundations, and small institutions. These services are especially useful for clients with complex assets, liquidity events, long-term investment goals, or multi-generational wealth planning needs.

How does independent wealth management differ from traditional financial advising?

Independent wealth management firms are typically not tied to large banks or proprietary investment products. This allows advisors to provide objective investment guidance, customized portfolio strategies, and access to a broader range of investment opportunities tailored to each client’s financial goals.

How is wealth management different from investment management?

Investment management focuses mainly on building and managing an investment portfolio. Wealth management is broader. It may include investment strategy, financial planning, estate and tax coordination, liquidity planning, private banking, lending support, and family office services designed to support the client’s full financial picture.

How do wealth management firms support estate and tax planning?

At CV Advisors we often coordinate with estate attorneys, CPAs, and tax professionals to help clients develop tax-efficient strategies, wealth transfer plans, trust structures, and long-term estate planning solutions designed to preserve family wealth.

How do wealth management firms manage financial risk?

CV Advisors manage financial risk through diversification, ongoing market research, disciplined asset allocation, liquidity planning, and active portfolio monitoring. Strategies are adjusted over time to help clients navigate changing market conditions.

What types of investments are commonly used in wealth management?

Wealth management portfolios may include stocks, bonds, private equity, hedge funds, private credit, real estate, cash equivalents, and alternative investments. At CV Advisors the investment mix is typically customized to align with the client’s long-term goals and risk tolerance.

How do I choose the right wealth management firm in Miami?

Look for a firm with experience serving clients like you, a clear investment philosophy, transparent fees, strong reporting, professional credentials, and access to relevant planning resources. It is also important to understand whether the firm is independent, how it manages conflicts, and how it customizes strategies.

Is there a minimum net worth for private wealth management?

Minimum requirements vary by firm. Some private wealth management firms work primarily with high-net-worth or ultra-high-net-worth clients, while others focus on families, entrepreneurs, institutions, or family offices with complex planning needs. The best fit depends on asset level, service needs, and financial complexity.

Can a Miami wealth management firm help after selling a business?

Yes. After a business sale or liquidity event, a CV Advisors can help organize proceeds, create an investment strategy, manage cash flow, coordinate tax and estate planning, and build a long-term plan for wealth preservation, income needs, philanthropy, and family goals.

How often should a wealth management portfolio be reviewed?

A wealth management portfolio should be reviewed regularly and whenever major life, business, tax, or market changes occur. Many families review their strategy quarterly, semi-annually, or annually. Ongoing monitoring helps ensure the portfolio remains aligned with risk tolerance, liquidity needs, and long-term objectives.
CV Advisors, LLC is a Multi-family office based in Miami, serving clients globally.
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