Safira Wealth Management

Overview

Safira Wealth Management describes itself as an independent multi-family office advising individuals and families globally from Miami. The firm reports more than 30 years of combined team experience and particular expertise in cross-border financial planning and wealth management.¹

Safira says it is independent of banks and financial institutions, is not contractually tied to a specific bank, and structures advice around each client’s interests, needs and objectives.¹

Services

Safira provides global investment services for high-net-worth and ultra-high-net-worth individuals and families. Its asset-management process includes six stages: investor profiling, portfolio analysis, alternative assessment, portfolio construction, monitoring and risk control.¹

Asset-management engagements may also include insurance reviews, tax planning, succession planning and negotiated institutional fees. The firm offers both discretionary and non-discretionary investment management.¹

Safira advises families on designing and implementing family-office structures covering asset management, cash management, risk management, financial planning, lifestyle management and family governance. Its support can include establishing family councils, preparing council meetings and facilitating communication about family wealth, family businesses and philanthropy.¹

The firm provides international business consulting for companies and institutions addressing overseas market entry, partner selection, investment, financing, legal advice and cost management.¹

Additional offerings include art advisory for acquisitions and sales, market monitoring and valuation guidance, along with real-estate management involving property searches, strategic cost advice and integrated management of residential and business assets.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

Safira works with high-net-worth and ultra-high-net-worth individuals, families, companies and institutions, with an international team of American, Brazilian, Mexican, Spanish and Swiss advisers. The firm highlights experience serving Latin American and multilingual cross-border relationships.¹

Approach

Safira says its advisers follow a fiduciary approach with transparent fee arrangements, conservative projections and no hidden commissions or sales loads.¹

Assets and Minimums

Safira’s Form CRS states that its advisory services include discretionary investment management, financial planning, estate planning and limited non-discretionary investment management for individuals and high-net-worth individuals. It reports fee-based advisory charges that may be calculated as a percentage of assets under management and are typically 1.00% annually.²

By the numbers

Regulatory Status

Safira Wealth Management LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. Its CRD number is 290142 and its SEC file number is 801-112253.²

FAQs

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• Network siteOffshoreTrusts.com

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Sources

1. Safira Wealth Management
2. Safira Wealth Management Form CRS, SEC file 801-112253

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.