Your Family's Legacy Starts Here

Take The First Step Towards Generational Wealth With A Family Office

Reimagining How You Experience Family Wealth Services

Every family is unique.

At Aventura Private Wealth, our family office provides full-service support for those seeking to build, manage, and grow wealth across generations. We offer individualized investment and safeguarding strategies built specifically for you.

Family Office Solutions

Aventura Private Wealth is committed to cultivating long-lasting relationships with every family that comes through our door. We take our time to understand their financial landscape, goals, and risk tolerance to ensure we deliver strategies you believe in as much as we do.

Private Wealth

Providing personalized wealth management strategies to protect and generate growth for your family's financial assets.

Qualified Plans

Our family office services offer comprehensive management of financial affairs, including alternative and private investments, public markets, and estate planning guidance, all under one roof.

Investment Advisory

Using insights into the present and future economic landscape to provide tailored advisory solutions to help you, your family, and your endowments reach all your financial milestones.

Exit Planning

Helping business owners maximize value and facilitate a seamless transition when selling or transferring their company.

Risk Management

Delivering proactive risk management solutions to safeguard family wealth from market volatility and unexpected challenges.

Philanthropy

Developing meaningful philanthropic strategies that align with your values and drive lasting change.

Retirement Planning

Ensuring families enjoy a secure, comfortable future by crafting sustainable income strategies.

Security-Based Lending

Issuing liquidity solutions that enable families to borrow against their investment portfolios while remaining inline with their long-term financial strategy.

Alternative Investments

Access to specialized investment vehicles, like private placements, that diversify your portfolios. Available based on eligibility requirements.

Explore Your Family Office Solutions Today