Mandate & appetite
- Preferred strategies
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- Target geographies
- US & Canada
- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
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.
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