Analysis on existing asset managers and investment strategy alignment.
Elimination of capital gains taxation and structuring of assets in an optimized manner.
Digital vaults and traditional structures designed to generate tax-free income.
Access to proprietary non-correlated investment solutions focused on asset-backed lending and arbitrage strategies.
Serves as the general partner for Mandel Absolute Return Fund L.P., and any future limited partnership that may be established.
A range of diversified alternative investments in private credit, private equity, venture capital, and a portfolio of hedge funds.
We are a family office that is dedicated to providing comprehensive financial services to high-net-worth individuals and families.
Our team of experienced professionals has a deep understanding of the unique financial needs of our clients and is committed to helping them achieve their financial goals.
We have expertise in a wide range of areas, including investment management, tax planning, estate planning, philanthropy, and wealth transfer. This allows us to develop tailored financial plans that address all of our clients' needs, providing them with a single point of contact for all of their financial affairs.
We have a commitment to building long-term relationships with our clients. We strive to provide the highest level of service and attention, and we are dedicated to being a trusted partner for our clients as they navigate the complexities of managing their wealth.
If you are a high-net-worth individual or family looking for a team of experienced professionals to help manage your wealth, please contact us to learn more about our team and how we can assist you.
We look forward to speaking with you
401 E. Las Olas Blvd, Suite 1400, Ft. Lauderdale, FL 33301
5255 N. Federal Hwy, Suite 310, Boca Raton, FL 33487