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Investor Directory

Family Offices in Miami

27 family offices in Miami, managing approximately $200 billion in combined assets. WE Family Offices ($13.9B AUM), BigSur Partners ($1.2B+), Element Pointe ($1.6B), SouthOcean Capital ($642M), and Aceana Group lead the market in scale and deal activity. Miami has become a secondary family office hub for established North American offices and ultra-high-net-worth individuals from Latin America, Caribbean, and South America seeking U.S. presence. The city attracts two distinct groups: real estate-focused families capitalizing on Miami's development boom and emerging market wealth diversifying out of volatile home countries. Concentration runs heavy in real estate development, trade finance, and tourism-related businesses. Florida's zero state income tax and proximity to Latin America make Miami a natural headquarters for families with regional business interests. Ken Griffin's Citadel relocation, Carl Icahn's move, and dozens of hedge fund founders establishing Miami offices represent a structural shift in capital concentration southward from New York.

27 Firms Listed$17+ billion Combined AUMEst. 1980–2016

Data last verified: April 2026

27 firms

Single-Family Officeverified

13th Floor Capital

Miami, Florida

AUM

Key:David Karsenti, Managing Principal

David Karsenti runs 13th Floor Capital, a hybrid family office and independent sponsor affiliated with 13th Floor Investments. The firm acquires or takes controlling interests in cash flow generative companies across multiple industries and geographies. Patient capital, long-term outlook, and a willingness to invest at all levels of the capital stack.

Focus

Cash flow generative companies across food and beverage, multi-unit retail, and services sectors with strategic and opportunistic investment opportunities at all levels of the capital stack

Sectors

Food and BeverageMulti-unit RetailServicesReal Estate
Single-Family Officeverified

Aceana Group

AUM

Key:Russell Deakin, CIO and Managing Partner

Russell Deakin leads Aceana Group as CIO and Managing Partner. Since the onset of the pandemic, the firm has deployed capital in 16 funds and more than 50 direct and co-investments across venture capital, private equity, real estate, and infrastructure. Technology-driven companies and strategies are the primary focus.

Focus

Venture capital, private equity, real estate, infrastructure, renewable energy, technology, and impact/ESG investing

Sectors

Venture CapitalPrivate EquityReal EstateInfrastructureRenewable EnergyTechnologyLife SciencesDigital HealthESG

Invests via

Fund CommitmentsDirect InvestmentsCo-Investments
Single-Family Officeverified

Addison Capital Partners

West Palm Beach, FL

AUM

Addison Capital Partners is a PE firm backed by two high-net-worth family offices. The firm seeks partnerships with owners and operators of smaller middle market growth companies, often closely held or family-owned.

Focus

Private equity investments in smaller middle market growth companies backed by family office capital

Single-Family Officeverified

Aviano Ventures

Naples

AUM

Aviano Ventures invests its own capital to scale businesses, open new markets, expand product offerings, and solve problems based on operating experience. The firm focuses on healthcare, information technology, tech-enabled pharma, data analytics, and AI/ML. A patient investor making a handful of investments per year with long-term capital structures.

Focus

High-growth businesses in healthcare, information technology, tech-enabled pharma, data analytics, and AI/ML technologies

Sectors

HealthcareInformation TechnologyTech-Enabled PharmaData AnalyticsAI/ML Technologies

Invests via

Direct Investments
Multi-Family Officeverified

BigSur Partners

Miami, Florida

AUM

$1.2B+

Founded in 2007 at the request of five Latin American entrepreneurial families, BigSur Partners now serves roughly two dozen core families with over $1.2 billion in assets under supervision. The firm manages complex, multi-jurisdictional relationships with a Latin American core, though it serves clients globally. Since inception, BigSur clients have committed more than $500 million to alternatives spanning real estate, private debt, private equity, venture capital, and infrastructure.

Focus

Investment advisory, estate planning, and direct investment sourcing for Latin American and domestic entrepreneurial families

Single-Family Officeverified

BLD Holdings

Boca Raton, Florida

AUM

BLD Holdings is a single-family office in Boca Raton incorporated in 2004. President Barry L. Dorfman, a retired physician and investor, leads the firm. BLD focuses on life sciences, technology, and health investments, using medical doctors to vet companies in its pipeline. That clinical lens differentiates it from purely financial investors.

Focus

Life sciences, technology, health and wellness investments led by retired physician Barry Dorfman

Single-Family Officeverified

Boring Tech

Fort Lauderdale, FL

AUM

Boring Tech buys and builds businesses, stewarding them with values-driven leadership. The firm takes a patient, permanent capital approach to business ownership. Long-term holding company, not a fund.

Focus

Long-term holding company dedicated to buying and building businesses with values-driven leadership

Single-Family Officeverified

Cooper Family Office

AUM

Cooper Family Office manages investments of the Cooper Family of Florida. The firm seeks positive impact through investments and philanthropies while maintaining a diversified portfolio focused on disruptive technologies, biotechnologies, and traditional industries.

Focus

Diversified portfolio including disruptive technologies, biotechnologies, and traditional industries across global asset classes

Sectors

Healthcare & BiotechnologyTechnologyMediaReal EstateEnergyBlockchain & Cryptocurrency

Invests via

Fund CommitmentsDirect Investments
Single-Family Officeverified

Cudlob Capital

Est.2016

AUM

Established in 2016, Cudlob Capital focuses on long-term private investments. The firm invests in funds, co-investments, and direct deals across various sectors, asset classes, and geographies. Deep industry knowledge, a focus on diversification, and a flexible capital base define the approach.

Focus

Long-term private investments across multiple sectors, asset classes, and geographies with specific focus on private equity and real estate

Sectors

Private EquityReal Estate

Invests via

Fund CommitmentsCo-InvestmentsDirect Investments
Single-Family Officeverified

DLC Capital Management

AUM

Key:David Centner, Chairman; Leila Centner, CEO

DLC Capital Management has 30 years of experience operating companies and implementing technology across B2B and consumer services. The firm targets early-stage companies with new ideas or established family-owned companies where technology infusion creates intrinsic value. David Centner chairs the office; Leila Centner is CEO.

Focus

Early-stage and established companies in technology, B2B and consumer services sectors

Sectors

TechnologyB2B ServicesConsumer Services
Multi-Family Officeverified

Element Pointe Family Office

Miami, Florida

AUM

$1.6B

Element Pointe Family Office oversees nearly $1.6 billion in assets under advisement for approximately 50 client households. Co-founded in 2016 by Carlos Dominguez (president and CIO) and David Savir (CEO), the firm is an independent, fee-only registered investment adviser. It serves entrepreneurs, business owners, real estate investors, and professional athletes. No commissions, no referral fees -- strict fiduciary alignment.

Focus

Fee-only, independent wealth management and family office advisory for entrepreneurs, business owners, and professional athletes with $15M+ in assets

Single-Family Officeverified

Ensyl Capital

AUM

Ensyl Capital invests across the U.S., Europe, and Latin America. The firm runs multiple verticals -- real estate development and acquisitions, real estate loans, angel and venture capital, search funds, and private equity. A single-family office with geographic range but sector discipline.

Focus

Real estate development, acquisitions, and loans; angel and venture capital; search funds; private equity

Invests via

Direct Investments
Single-Family Officeverified

GreenBear Group

Miami, Florida

AUM

Vishnu Amble founded GreenBear Group in 2019. The firm operates from Miami and Singapore, investing in private markets globally. A parallel foundation funds access to energy, education, healthcare, and climate initiatives. GreenBear runs a lean structure and keeps a low public profile from its Brickell Avenue base.

Focus

Private market investments globally with a parallel foundation funding energy access, education, healthcare, and climate initiatives

Single-Family Officeverified

Hudson Capital Group

Fort Lauderdale, FloridaEst.1997

AUM

Key:Harris 'Whit' Hudson and Steve Hudson, Founders

Founded in 1997 by Harris Whit Hudson and his son Steve Hudson, Hudson Capital Group invests and manages assets in private equity, select start-up ventures, and real estate holdings. Since inception, HCG has developed over 4,000 apartments and condo units across multiple Florida markets and Dallas. Through affiliate companies, HCG also owns and manages warehouses, retail centers, and office buildings throughout South Florida.

Focus

Private equity, select start-up ventures, and real estate development and management

Single-Family Officeverified

Isaac Capital Group

San Diego, California

AUM

Isaac Organization is an international private investment firm based in San Diego with offices in Las Vegas and Ottawa. The firm makes highly selective long-term investments in companies with strong management. Industries vary. The focus is on creating value through growth and superior performance.

Focus

Long-term selective investments in profitable, growing companies across varied industries

Sectors

ManufacturingRetailDiversified Industries

Invests via

Direct Investments
Single-Family Officeverified

Kent Capital Investments

AUM

Key:Mark Kent, Founder and Managing Partner

Mark Kent founded Kent Capital Investments to source, originate, and manage investments in growth-stage and early-stage ventures. Real estate and healthcare are the primary sectors. The firm also runs an incubator program for early-stage innovation, partnering hands-on with entrepreneurs and providing capital, strategic insight, and operational expertise.

Focus

Growth-stage and early-stage ventures in real estate and healthcare with hands-on operational involvement

Sectors

Real EstateHealthcareFinancial Services

Invests via

Direct Investments
Single-Family Officeverified

Kirra Capital

Miami, FL

AUM

Kirra Capital owns and grows mission-critical software companies. The firm invests with a long-term perspective and aims to develop market-leading businesses built to last.

Focus

Owning and growing mission-critical software companies with a long-term perspective

Single-Family Officeverified

Miami Family Office

Miami, FL

AUM

Miami Family Office invests directly into real estate and operating businesses. The firm currently owns approximately 100 pieces of real estate including commercial properties, operating entities with real estate components, and land banks.

Focus

Direct investments in real estate and operating businesses

Sectors

Real EstateOperating Businesses

Invests via

Direct Investments
Single-Family Officeverified

Neman Ventures

AUM

Key:Shane Neman, CIO and General Partner

Shane Neman runs Neman Ventures, investing in asymmetric opportunities across AI, robotics, quantum computing, consumer tech, health, wellness, and sports. The strategy is long-term, founder-aligned, and focused on frontier technologies with significant upside potential. Neman seeks unique and often overlooked opportunities for the family office and co-investors.

Focus

Asymmetric opportunities in frontier technologies including AI, robotics, quantum computing, consumer technology, health, wellness, and sports; venture capital, private equity, and real estate investments

Sectors

Artificial IntelligenceRoboticsQuantum ComputingConsumer TechnologyHealthWellnessSportsReal Estate

Invests via

Venture CapitalPrivate EquityReal Estate
Single-Family Officeverified

On Par Capital

Miami

AUM

Key:Dr. Howard Schwartz, Founder

Dr. Howard Schwartz founded On Par Capital, a Miami-based family-owned firm focused on private equity, real estate investments, and asset-based lending. The firm is actively allocating capital into growth equity and real estate debt and equity. It builds relationships with partners and provides hands-on support for growing businesses.

Focus

Private equity and real estate investments including growth equity, real estate debt and equity, and asset-based lending for portfolio companies

Multi-Family Officeverified

Palisades Hudson Financial Group

Fort Lauderdale, Florida

AUM

Palisades Hudson Financial Group is a financial planning and investment advisory firm established in 1992 in Fort Lauderdale. Services include financial planning, investment management, insurance consulting, and tax preparation. Note: this is a registered investment advisor serving affluent individuals, not a traditional multi-family office.

Focus

Integrated financial planning, investment management, insurance consulting, and tax preparation for high-net-worth clients

Single-Family Officeverified

Regarde Familia

Miami, FloridaEst.1980

AUM

Founded in 1980, Regarde Familia is a single family office serving the wealth preservation and education needs of the Empire Electric & Regarde Family. No outside clients. No external capital.

Focus

Wealth preservation, investment management, and family education for the Empire Electric & Regarde Family and next generations

Single-Family Officeverified

Roystone Capital

West Palm Beach, FL

AUM

Roystone is a single family office with a presence in New York and Florida. As an office with internal capital, it's flexible, nimble, and opportunistic -- buying minority and control positions in SMBs with established revenue streams.

Focus

Flexible, opportunistic investments including minority and control positions in established SMBs

Single-Family Officeverified

SouthOcean Capital Partners

Fort Lauderdale, Florida

AUM

$642M

David Horvitz founded SouthOcean Capital Partners in 2014. The firm manages approximately $642 million in regulatory assets as of year-end 2024. Strategy is opportunistic multifamily apartments across the U.S., providing developer and GP equity alongside traditional LP investment through funds for the Horvitz family and others. Headquartered at 401 E Las Olas Blvd in Fort Lauderdale.

Focus

Opportunistic multifamily apartment investing across the U.S., including GP equity and developer partnerships

Multi-Family Officeverified

Strenta Investment Management

Miami, Florida

AUM

Strenta Investment Management began providing investment management services as part of Gamma Consulting, a single-family office, in 2009 and formally incorporated in October 2013. The firm is a registered investment advisor operating from 600 Brickell Avenue in Miami, investing across asset classes globally. SIM has evolved from a single-family to a multi-family office serving the complex financial needs of multiple affluent families.

Focus

Custom investment management, estate planning, and strategic advisory for multiple high-net-worth families

Single-Family Officeverified

The Strand Partners

AUM

The Strand Partners is the single family office of William C. Powers and Marianne E. Powers.

Focus

Multi-Family Officeverified

WE Family Offices

Coral Gables, Florida

AUM

$13.9B

WE Family Offices manages approximately $13.9 billion in assets from its Coral Gables base. An independent multi-family office, the firm partners with ultra-high-net-worth families to preserve, grow, and manage intergenerational wealth through advisory and investment oversight. Finalist for the 2024 Family Wealth Report Awards in the $5-15 billion multi-family office category.

Focus

Family wealth advisory and investment oversight for ultra-high-net-worth families, preserving and managing intergenerational wealth

MARKET ANALYSIS

The Miami Family Office Landscape

Miami family offices operate with a real estate development and acquisition focus unmatched in other U.S. markets. Unlike New York offices that diversify across asset classes, Miami offices often concentrate 40-60% of capital in real estate projects, development deals, and acquisition platforms. The thesis: supply constraints, population growth from remote work, and Latin American flight capital create sustained appreciation in premium real estate. Multi-family, hospitality, and commercial projects command highest capital allocation. This creates deal sourcing opportunities for real estate sponsors seeking institutional partnership.

The hedge fund migration accelerated dramatically post-2020. Ken Griffin's Citadel relocation brought $62+ billion in AUM to Miami. Carl Icahn's move to Sunny Isles Beach, Barry Sternlicht's Starwood headquarters shift, and Founders Fund's Miami office signal a structural reallocation of capital southward. This creates a self-reinforcing cycle: more capital attracts more talent, which attracts more capital. Miami's family office market is fundamentally different today than it was in 2018.

Emerging market capital flight and wealth diversification drives a significant portion of Miami family office inflows. Wealthy individuals from Venezuela, Colombia, Mexico, and Brazil are establishing Miami offices to diversify assets beyond their home countries. This capital brings Latin American business connections, trade finance, import/export platforms, and consumer goods distribution networks. WE Family Offices reports Latin American clients represent a disproportionate share of their AUM growth, with families seeking both U.S. asset protection and return generation.

Succession in established Miami real estate families is reshaping capital allocation. Second and third-generation family members are introducing ESG considerations and tech-focused investments to traditionally real-estate-only portfolios. Some offices are establishing separate allocation buckets for emerging leaders, driving diversification into tech-enabled infrastructure, climate tech, and consumer products. The millennial generation of Miami wealth is meaningfully different from their parents.

Fintech, lending platforms, and mortgage platforms attract growing capital from Miami offices given proximity to the Caribbean and Latin America. SoftBank's dedicated Latin America Fund ($5B+ AUM) operating from Miami represents the institutionalization of this thesis. Family offices are deploying capital into financial infrastructure serving underbanked populations in their home regions, creating both opportunity and cross-border risk management complexity.

LOCAL MARKET

Why Miami

Miami family offices command substantial influence in real estate markets that define pricing. A real estate sponsor raising capital for Miami development or acquisition can access institutional capital faster through family office networks than coastal PE firms. Miami family offices understand local market, permitting, demand, and exit opportunities better than outsiders.

Emerging market wealth concentration in Miami creates unique cross-border investment opportunities. A business targeting Latin American family office capital as LP investors benefits from their geographic knowledge, business connections, and regional networks. These families actively co-invest in their home countries' adjacent sectors. A fintech platform targeting Latin American SMEs can fundraise directly from Miami-based family offices with relevant networks.

Tax efficiency of Miami residency for ultra-high-net-worth individuals attracts wealth and creates substantial local capital. Unlike New York or California, Florida residents avoid state income tax, creating multi-million dollar annual tax advantages. This has driven migration of wealthy individuals establishing Miami family offices. More wealth means more capital available for investment and more favorable terms for fundraisers.

Post-2020 hedge fund migration fundamentally changed Miami's capital market. The Citadel, Icahn, and Sternlicht moves weren't isolated events. They triggered secondary migrations of talent, service providers, and family capital managers. The network effect is compounding: Miami now has the human capital infrastructure to sustain a growing family office community independent of the original relocations.

Frequently Asked Questions

40-70% of typical Miami family office portfolios, well above the national family office average of 15-25%. This concentration reflects both the Miami real estate investment thesis and many families' operational background in real estate development or property management.

Yes. Offices with Latin American wealth origins actively invest in their home countries. WE Family Offices reports Latin American clients seeking U.S. diversification and home-country co-investments. Political and currency risk require strong due diligence, but Miami offices have experience managing these dimensions.

No Florida state income tax (saving millions annually for UHNW individuals), lower cost of living vs. NYC, business-friendly regulatory environment, proximity to Latin America, and lifestyle appeal. Ken Griffin's Citadel move triggered a cascade of secondary relocations that accelerated the market's development.

Structures range from informal (a founder making all decisions) to formal governance with investment committees, advisors, and written investment policies. Latin American-origin families tend toward more concentrated decision structures. Established families emphasize formal governance for multi-generational involvement.

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