Financial Advisors for High Net Worth Individuals in Florida
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Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Financial Advisors
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FrequentlyAsked Questions
Q: What counts as high net worth?
Typically, having $1M+ in investable assets qualifies as high net worth. Many advisors set service minimums between $500K–$2M.
Q: What services do advisors offer HNW individuals?
Core services include wealth planning, tax optimization, estate & legacy design, alternative investment access, risk management, and family office coordination.
Q: What credentials should I look for?
Look for CFP®, CFA®, or CPA credentials—plus experience advising clients with multi-million-dollar portfolios and complex family structures.
Q: What are alternative investments?
These include hedge funds, private equity, private credit, real estate syndications, and commodities—often accessible only to accredited or qualified investors.
Q: Do I need a family office?
If your net worth is above $10–25M and you require bill payment, asset custody, or multi-generational planning, a multi-family office may be appropriate. Otherwise, a specialized HNW advisor can usually cover your needs.
What Does a High‑Net‑Worth Financial Advisor Do?
A well-rounded HNW advisor delivers comprehensive and custom financial planning:
Investment Management: Bespoke portfolio construction and dynamic rebalancing
Tax Strategy: Income/loss harvesting, capital gains minimization, and tax-smart drawdown planning
Estate & Succession Planning: Trust structures, wills, family governance, and smooth transitions
Alternative Investments: Access to private deals, real estate, structured products, and hedge funds
Philanthropic Planning: DAFs, charitable trusts, and tax-efficient giving strategies
Integration with Attorneys & CPAs: Coordinated legal, tax, and investment strategies
Investment Management: Bespoke portfolio construction and dynamic rebalancing
Tax Strategy: Income/loss harvesting, capital gains minimization, and tax-smart drawdown planning
Estate & Succession Planning: Trust structures, wills, family governance, and smooth transitions
Alternative Investments: Access to private deals, real estate, structured products, and hedge funds
Philanthropic Planning: DAFs, charitable trusts, and tax-efficient giving strategies
Integration with Attorneys & CPAs: Coordinated legal, tax, and investment strategies
Not sure who’s right for you as a high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
