Allié Family Office

Also known as Allié

Multi Family Office (MFO)Miami, United StatesFounded 2019
$1.0B
Assets Under Management
Miami
Headquarters

About Allié Family Office

Allié Family Office is a multi-family office based in Miami, Florida. Established in 2019, the firm advises them and their families in all aspects of wealth. It provides investment portfolio management in top-tier banks and global platforms, estate and succession planning, having families as the fundamental pillar of the heritage, and support in tax advice provided by professionals from different specialized firms. At Allié we help our clients have a complete vision of their wealth horizon by managing the following matters: - Management of investment portfolios in top-tier banks and global platforms. - Estate and succession planning, having the family as the fundamental pillar of the heritage. - Support in tax advice provided by professionals from different specialized firms, which is efficient and transparent at the same time. - Financial education and family governance programs for the next generations in universities in the United States and Europe. - Access to international specialists to evaluate Real Estate and Private Equity opportunities and situations. - Other complementary services, such as updated reporting and consolidation of all financial and real assets of the estate.

Preferred Investment Types

Growth CapitalLong-Term InvestmentsPrivate Equity

Preferred Sectors & Themes

Business & Administrative ServicesCommercial Property Acquisition & DevelopmentConcierge ServicesCulture & HeritageEducationInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingReal AssetsResearch & Consulting ServicesResidential Property Acquisition & DevelopmentWealth & Estate PlanningAlternative InvestmentsCommercial & Professional ServicesFinanceFinancial ServicesHigh-Level SectorsProfessional Business Services

Preferred Geographies

EuropeLatin AmericaUnited States

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Frequently asked questions

What type of investor is Allié Family Office?

Allié Family Office is a multi family office (mfo) based in Miami, United States, managing approximately $1.0B in assets.

Where is Allié Family Office headquartered?

Allié Family Office is headquartered in Miami, United States.

How much does Allié Family Office manage?

Allié Family Office manages approximately $1.0B in assets under management.

When was Allié Family Office founded?

Allié Family Office was founded in 2019.

What does Allié Family Office invest in?

Allié Family Office focuses on Growth Capital, Long-Term Investments, Private Equity, Business & Administrative Services, Commercial Property Acquisition & Development, Concierge Services, Culture & Heritage, Education.

How can I contact Allié Family Office?

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