MAXIMAI Investment Partners Employee Directory

Investment ManagementFlorida, United States11-50 Employees

MAXIMAI Investment Partners is a boutique investment advisory firm based in the Coral Gables area of Miami, Florida. The firm serves ultra-affluent clients around the world, with a focus on Latin America and the Caribbean, and offers services that include wealth management as well as domestic and international estate and trust planning, along with family office services. It leverages a broad network to provide access to specialized banking, legal, and tax professionals who can guide clients through cross-border financial matters.

As a fiduciary and advisor, MAXIMAI is described as putting clients' interests first and providing prudent, integrity-driven guidance aimed at capital preservation and personal peace of mind. It emphasizes educating clients and their families about market trends that influence financial decisions. In December 2023, the firm was recognized by AdvisoryHQ as one of the top 11 independent advisor firms in Coral Gables and greater Miami, a distinction it earned for the second consecutive year.

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