FAMILY OFFICE

Protect Your Most Valuable Asset: TIME

Reinvent The Way You Experience Wealth

At Aventura Private Wealth, our family office services are designed to provide comprehensive support for families seeking to manage and preserve their wealth across generations. Our experience in financial planning allows us to understand the unique needs of multi-generational wealth, offering tailored strategies to safeguard assets while facilitating growth.

Family Office Solution

APW focuses on building long-term relationships with our clients. We prioritize understanding each client’s financial landscape, aspirations, and risk tolerance, ensuring that we deliver strategies aligned with their personal vision.

Private Wealth

We provide personalized wealth management strategies to help individuals and families preserve and grow their financial assets.

Our family office services offer comprehensive management of financial affairs, including taxes, investments, and estate planning, all under one roof.

Investment Advisory

We offer tailored investment advisory solutions, guiding clients toward achieving their financial goals with expert insights and analysis.

Exit Planning

Exit planning helps business owners maximize value and ensure a smooth transition when selling or passing on their business. Exit planning helps business owners maximize value and ensure a smooth transition when selling or passing on their business.

Retirement

Our retirement planning services ensure clients can enjoy a secure and comfortable future by creating sustainable income strategies.

Risk Management

Proactive risk management strategies protect wealth from market volatility and unforeseen challenges.

Security Based Lending

Our security-based lending services offer liquidity solutions by allowing clients to borrow against their investment portfolios without disrupting their long-term financial strategy.

Philanthropy

We assist clients in developing meaningful philanthropic strategies that align with their values and create a lasting impact.

Alternative Investments

Our practice gives you solutions access to specialized investment vehicles, like private placements, that diversify your portfolios.

Enjoy the Wealth You’ve Earned

Remove the stress of everyday life and replace it with elevated expectations.

Bespoke Travel & Private Aviation
Preferred Access & Entertainment
Cybersecurity & Privacy Protection
Life & Home Management
Healthcare Advocacy & Partnerships
Wellness Resources & Education

Selling Your Business and What Exit
Planning Means To You

Charging Toward Your Success

305-740-1600

19790 West Dixie Hwy,
Ste 805-806 
Aventura, Florida 33180

Aventura Private Wealth, LLC (“APW”) is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. APW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.