Allie Family Office LLC

Allie Family Office, with offices in Miami and Lima, is an independent wealth advisory firm specializing in personalized asset management, tax planning, and wealth structuring for high-net-worth families and individuals, focusing on long-term growth and comprehensive portfolio management without conflicts of interest.

Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs. How We Serve: We put you first, always. We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that. Why Aletheian: You will benefit from the highest level of advanced wealth planning and intelligent investment management. We help clients conceptualize the notion of a "family enterprise," and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind. o Advanced Financial Planning - We are purposefully built to serve families with complex balance sheets and multi-generational needs. o Smart, Tailored Investment Management - We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax effficiency. We maximize what is available to you and the people and causes you care about. o Comprehensive Family Office Services - We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.

Aletheian Wealth Advisors LLC is a multi-family office based in the United States, specializing in advanced wealth planning and intelligent investment management for families with complex estate and asset management needs. The firm operates with a fiduciary approach, emphasizing cost reduction and tax efficiency.

AAA Family Office is a privately managed single-family office focused on strategic investments across private equity, real estate, public equities, alternative assets, and commodities, emphasizing capital preservation and sustainable growth. The firm handles its own private capital and does not accept external funds.

Almanack Family Office is a wealth management firm focused on serving individuals and institutions, with a diverse investment strategy that encompasses advanced risk management and alternative investments. Though details about specific asset classes or sectors were not disclosed, the firm's approach aims to build balanced portfolios that prioritize growth alongside downside protection.

Select Family Office is a high net worth family office based in the United States, founded in 2011 by Mike Mustillo. The firm focuses on providing customized financial solutions, including investments in real estate and alternative assets, leveraging extensive industry experience and a personalized approach to wealth management.