Build
Your Plan

Numa delivers tailored plans based on your unique financial situation and goals with
unparalleled technologies. We work through all aspects of your finances, from
investment strategy to tax optimization to estate planning. Receive regular updates and
adjustments to keep your plan on track, adapting to changes in your life and the market.

Our Services

  • Professional management of investment portfolios on behalf of clients
  • Achieve specific financial goals and objectives through strategic investment decisions.
  • They develop and implement investment strategies tailored to clients' risk tolerance and investment preferences.
  • Monitor portfolios
  • Research and analysis to identify potential investment opportunities
  • Provide regular reports and communication to clients regarding portfolio performance and market updates.
  • Managing and ensuring compliance with tax regulations and financial reporting requirements.
  • Guidance and assistance in tax planning and optimization strategies..
  • Prepare and file tax returns for individuals, families, and entities.
  • Collaborate with legal professionals to address complex tax and accounting issues specific to family offices.
  • Family offices help facilitate smooth transitions of wealth and leadership within the family. They develop succession plans that address governance structures, family dynamics, and the transfer of ownership and management responsibilities.
  • Whether you're adding to your properties, listing your place on Airbnb or purchasing a vacation home in a different country, we'll help you create a realistic plan for your financial life goals. Because we speak both real estate and financial planning, we can help you put it all together.
  • Comprehensive and innovative investment management of portafolios with state of the art machine learning and AI innovations, coupled with tax strategy, cash flow optimization, and investment management – all in one place. Simplify your financial life and reach your goals faster with the most advanced team of financial professionals.
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  • icon Miami: 1200 Brickell Ave . No. 1950 Miami, FL 33130.
  • icon New York: 14 Wall St. 20th Floor, New York City, NY, 10005

Numa, Numa Defender and Numa Shield are federally registered trademark owned by Numa Americas Corp. Numa Americas Corp also claims trademark rights in the following: Numa Nyx, Numa Lachesis, Numa Moirai. Any unauthorized use is expressly prohibited.