Miami,Asset Management, Services

Miami Asset Management

 

If you are looking for asset management in Miami, then Millares & Co has years experience with hundreds of clients providing our services in Coral Gables Miami. Not only are we accountants but we are also asset managers and can assist you to manage all of your financial services needs. We have expertise in Mutual Funds, as well as high net worth clients who need management of fixed incomes portfolios. This includes high net worth individuals who would like to receive passive income and have all of their funds managed. Assets of all types are managed by our management team. The kinds of asset management that we do includes real estate tax planning, gift tax planning, and our asset managers are also Certified Public Accountants with strong backgrounds in taxes in order to have a broad and full understanding of the big picture. Millares asset management has become a staple for clients in Miami and in the Coral Gables area and has become known as a family institution that is the trusted family business to handle Miami Asset Management.

Miami Asset Management

 

Miami Asset Management
500 South Dixie Highway, Suite 201      |       Coral Gables, FL 33146      |      Tel 305-662-9649  Fax 305-666-9549