Since 2018, Claro Team has helped clients navigate wealth with focus and confidence. The team combines experience, attention to detail and the global perspective of Miami’s distinctive business culture in everything we do.
Client Recommendations
Precise. Tailored. Forward-thinking.
Everyone deserves an advisor who reveals opportunities and makes each financial decision feel natural. Claro Team stands as that resource, a boutique partner equipped with institutional-grade investment access and a multidimensional approach. Our team blends research-driven insight, broad manager networks and hands-on private client service. Clients benefit from access to private equity, credit and alternatives, all supported by careful analysis and a dedicated service team that coordinates the full range of family office needs.
Vision with Perspective
Our purpose is to bring simplicity and assurance to wealth management, making every detail and possibility understandable. We envision a future where our clients’ ambitions are realized, their legacies are unhindered by complexity and their families are confident in every decision. This commitment is guided by integrity, candor and a standard of care that honors our partnerships.
True stewardship means seeing the full picture and sharing it openly.
We believe the best advice is simple to understand, even when circumstances are complex. Our approach begins by listening and continues with direct, mindful action. Every client receives our full focus. No confusing jargon, no hidden agendas, just a steady partner to help navigate the way forward and make your goals feel approachable.
Our Trusted Philanthropic Partners
A Framework for Family Wealth
Beyond day-to-day investment management, true family office services anticipate needs, simplify complexities and coordinate the many facets of a family’s financial life. From lending and cash management to tax and estate planning, Claro Team’s role is to facilitate, organize and bring understanding to every decision.
Wealth Management and Preservation
Our expertise spans both Assets Under Management, where we provide active direction, and Assets Under Advisement, ensuring comprehensive oversight of your entire financial world. Claro Team manages complex portfolios with disciplined rigor, balancing risk and opportunity to align with your unique goals. Our experienced team integrates traditional and alternative investments; all delivered with the personalized attention that your wealth deserves.
- Customized investment strategies
- Portfolio risk and performance management
- Access to private equity, credit and alternatives
- Active monitoring and rebalancing
- Coordinated wealth preservation planning
Estate, Legacy, and Succession Planning
We guide families through the important conversations around estate and legacy planning with care and empathy. Our team helps establish structures that preserve wealth, optimize tax efficiency and create clear succession pathways for family enterprises. The result is an approach that fosters family harmony and builds confidence for the years ahead.
- Comprehensive estate plan coordination
- Trust and will integration
- Tax-efficient wealth transfer strategies
- Business succession strategy development
- Multigenerational legacy planning
Family Governance
Our governance services help families create durable structures that encourage collaboration, communication and unity. We work with multiple generations to establish clear roles, responsibilities and decision-making protocols that reflect your family’s values. Our goal is to empower families to navigate challenges together and maintain harmony for the long term.
- Family council development and meeting facilitation
- Creation of family constitutions and governance charters
- Next-generation education and mentorship
- Support for conflict resolution
- Guidance on succession and leadership transitions
Reporting and Transparency
Claro Team provides comprehensive and consolidated reporting that gives you a complete view of your financial picture. Our intuitive technology and responsive service ensure you have timely access to your portfolio’s performance, risks and opportunities. This commitment to transparent communication fosters trust and empowers informed, confident decision-making.
- Consolidated multi-custodian portfolio reporting
- Advanced risk analytics and monitoring
- Customized performance evaluation
- Secure digital access to financial information
- Proactive and ongoing client communication
Philanthropy and Impact Planning
Our philanthropy guidance helps families define and realize their unique charitable goals with thoughtfulness and strategic foresight. Claro Team assists in identifying meaningful opportunities, managing relationships with trusted partners and creating a framework for impactful giving. Through our network and hands-on approach, clients can engage with the causes that matter most to them.
- Philanthropic mission and strategy development
- Charitable giving vehicle coordination (DAFs, Foundations)
- Impact measurement and reporting
- Next-generation involvement in philanthropy
Let’s Discuss the Path Forward
To learn more about Claro Team and discover how our perspective can shape your family’s financial world, please reach out. We welcome the opportunity to connect with you.
Phone
+1 305 250 1948
info@claroteam.com
Location
830 Brickell Avenue, Miami, FL 33131
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