We are a fully-licensed and registered boutique Investment Advisor, based in Miami, USA, that provides a unique service model tailored for ultra-high net worth individuals seeking management of both liquid and illiquid assets.
Who We Are
Contact us
+1 (305) 395-6328
1395 Brickell Blvd Suite 800 Miami, FL 33131
Our objective is to provide comprehensive global financial solutions for our clients, mainly ultra high-net worth families.
Our Objective
Our Differentials
Position of strength
We believe every advisor should have the freedom to grow their practice in the way that suits them best. Our many different affiliation options give you the flexibility to choose the level of support that’s right for you and your clients. We’re uniquely structured to put the control where it belongs – in your hands. All backed by the world-class resources of a global financial services firm.
Technology Support
We continually invest in enhancing our powerful technology suite, making it easier for you to serve your clients with an integrated, customizable, mobile-friendly platform.
Unique Culture
We value the advisor-client relationship and view advisors as clients of the firm. Our partnership is open and transparent, with a focus on Ultra High Net Worth families.
Values
We seek first to understand our client, then create innovative solutions based on time-honored values that yield superb results.
Belvedere provides pro-active private wealth management services with the depth and breadth of resources of a large, full service firm by leveraging our relationships with leading financial institutions, research firms, and top-tier service providers to design solutions and strategies tailored to our client’s unique financial needs.
The Belvedere Expertise
Our Approach
The first step is to get to know you, your feelings toward investing and financial situation.
Creating your strategy
Your dedicated investment advisor will lead you through our process:
Understanding you
Your advisor will help guide you, making adjustments as your needs change.
LOREM IPSUM
Experience allows your advisor to build a unique strategy based on your needs.
Helping to Keep you on track
The first step is to get to know you, your feelings toward investing and financial situation.
Creating your strategy
Your dedicated investment advisor will lead you through our process:
Understanding you
Your advisor will help guide you, making adjustments as your needs change.
Experience allows your advisor to build a unique strategy based on your needs.
Helping to Keep you on track
Our team consists of professionals with extensive experience in private banking, financial and capital markets in USA and abroad. Among the partners who make up the executive committee of Belvedere, we highlight the experience in various strategic positions in large financial institutions in USA and abroad.