What We Do
The wealth professionals at GFG Capital help families manage their assets with services personalized to their needs and goals. As a family-focused wealth management firm in Miami, Florida, we share your interests, goals and resources. Our team puts together comprehensive, customized strategies for assets based on both short-term and long-term plans. As your needs change over the years, we will continue to monitor and adjust our services to support your assets through various phases of life.
We understand from decades of working with families like yours that investments and wealth planning can often fall short of the family's expectations. In every client relationship, we work to create value throughout the entire process and harvest those cost savings and added value back into your portfolio.
From the beginning, we create value in several tangible, repeatable ways:
Defined Investment Process
Our process is clear and repeatable. Because we have an open platform, we can create diversified portfolios with best-in-class managers in a way that benefits our clients the most.
Detailed Asset Allocation
Our process is clear and repeatable. Because we have an open platform, we can create diversified portfolios with best-in-class managers in a way that benefits our clients the most.
Focus On You
Goals based investing lies at the core of our investment philosophy. What you want to accomplish will remain our objective so we can track your progress together from day 1.
Cost Savings
Cost savings starts at the investment level. It’s simple: the more money an investor can maintain in their portfolio the better off they will be in the long run. This mindset carries over into the services we provide and compete with financial institutions on your behalf.
Comprehensive Reporting
Financial statements can be confusing. Our reporting consolidates all your liquid and non liquid assets, and liabilities so you can see how each component of your portfolio is performing, all in one report, whether we manage those assets or not.
Our Investment Process
Before we begin the investment process, we need to get to know you and your family. By listening to your financial goals and priorities, we can build a financial portfolio tailored to your specific needs and desires. These initial conversations are critical because they form the basis of our relationship with your family.
Learn how we can start our process with you today by answering a few simple questions here.
Once we have a deep understanding of your goals, we will move deeper into reviewing your family’s financial holdings to further understand your current investments. This process often sheds light on the fees you are currently paying and helps us to assess how much risk you and your family can take on – both from a financial and emotional perspective.
With all of this information, GFG Capital will then develop a custom investment strategy. This establishes all of the guidelines for advising the portfolio and takes into account risk, tax efficiency, liquidity needs, preferences and short-term and long-term goals. These parameters are an important part of the process, and will serve as a guide for you and us as we begin your wealth journey together.
Our services are designed for the long-term and we consistently review your portfolio to ensure it serves your family in your current stage of life. As you meet financial goals or incur life changes, we will make adjustments to keep your portfolio consistent with your needs. We provide quarterly reviews for our clients but are always available to discuss any questions, concerns or market conditions - and how they impact your financial life.
With an emphasis on transparency, we provide monthly, quarterly and annual reports, giving you a comprehensive, accessible representation of your investment portfolio. With this clarity, you will be able to get a full picture of the state of your assets several times throughout the year.
In our extensive experience with domestic, international and cross-border wealth management, we have developed a clear model to provide ongoing financial services and investing for our client families. By keeping risk at the forefront, we are able to provide further protections for our clients. In our practice, we believe firmly that generating alpha requires downside protection. We also implement optimal asset allocation to create more value throughout each portfolio and invest in a cost-efficient manner that enables our investors to increase risk protection.
701 Brickell Avenue, #1400 
(305) 810-6500 
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