Corrales & Company, LLC

EST. AUM
$174,189,878

CONTACTS

CLIENT ACCOUNTS
738

Firm Details

Metro area Ft. Lauderdale
CRD Number 332189
Website corralesco.com
Client types

Overview

Corrales & Company, LLC (doing business as Corrales & Co.) is a boutique, fiduciary registered investment advisory firm and integrated multi-family office headquartered in Miami, Florida. The firm specializes in moving beyond conventional retail wealth management by synchronizing high-end portfolio management with comprehensive accounting, tax planning, and corporate strategy inside a single client experience. Corrales & Co. has carved out unique specializations in two complex sub-sectors: providing strategic business exit planning for federal government contractors, and delivering cross-border wealth management for international executives and affluent Latin American families. Their international private client desk provides the necessary asset adaptation, regulatory compliance, and cross-border estate planning required to seamlessly and legally integrate foreign capital and assets into the United States financial and tax ecosystems.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Corrales & Company, LLC

Platform Details

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