MAXIMAI Investment Partners

Overview

MAXIMAI Investment Partners is an investment advisory firm based in Miami, Florida. Founded in 2016, it serves global clients with a focus on Latin America and the Caribbean. Its capabilities include wealth management, domestic and international estate and trust planning, and family office services. Through a professional network, it provides access to banking services, attorneys, tax professionals and other advisers. Form ADV lists portfolio management for individuals and small businesses, adviser selection, and other services. Its reported clients include high-net-worth and other individuals.

Services

• Wealth management
• Estate and trust planning
• Family office services
• Portfolio management
• Adviser selection

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Selecting other advisers
• Other

Location

See more firms in Florida and Coral Gables.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 284919), filed 03/24/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.