BigSur Partners Email Format

Financial ServicesFlorida, United States11-50 Employees

BigSur Partners is a global multi-family office within the financial services industry, providing independent advisory services to ultra-high-net-worth individuals and families. Founded in 2007 by five anchor families seeking an independent model, the firm emphasizes transparency and alignment of client interests to reduce conflicts commonly associated with traditional wealth management. Based in Miami, Florida, the organization maintains a targeted client roster while overseeing more than $1 billion in assets for 18 core client-families. Externally, the firm operates as BigSur Wealth Management, LLC, and also conducts business as BigSur Partners, LLC. It positions itself as a smaller-scale alternative to larger wealth management firms, prioritizing enduring client relationships and independence. In 2020, the firm expanded its advisory team by hiring Candido Viyella, formerly with Morgan Stanley.

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