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Private Client


A Source of Expertise and Choice

Intelligent Solutions


At Miami Life, we understand that every client is unique. We have made it our mission to educate, understand, and respond to clients' needs with customized solutions. Our dedicated Advisory Team works with a select number of wealthy individuals and families to ensure you receive the attention you expect and deserve.

Strategies For You

Traditional Life Insurance

Traditional Life Insurance

A properly structured life insurance policy can be used as an investment vehicle or simply provide added financial reassurance. A popular way for the wealthy to maximize their after-tax estate and have more money to pass on to heirs; life insurance is a powerful tool in managing, preserving, and growing wealth.

Traditional Life + Premium Finance

Private Placement

Multi-Generational Planning

International Estate Planning

Business & Corporate Benefits

Traditional Life Insurance

A properly structured life insurance policy can be used as an investment vehicle or simply provide added financial reassurance. A popular way for the wealthy to maximize their after-tax estate and have more money to pass on to heirs; life insurance is a powerful tool in managing, preserving, and growing wealth.

Services For You


Designated Private Client Advisor

Designated Private Client Advisor

Your single point of contact with an extensive background in financial concepts and risk management strategies, with a singular focus of simplifying your financial affairs. You and your family will have access to one-on-one educational sessions, access to subject matter experts, and top research tailored to your level of expertise.

Custom Design & Structuring

Concierge Case Management

Performance Tools & Reporting

Designated Private Client Advisor

Your single point of contact with an extensive background in financial concepts and risk management strategies, with a singular focus of simplifying your financial affairs. You and your family will have access to one-on-one educational sessions, access to subject matter experts, and top research tailored to your level of expertise.

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Who is a

Private Client?


Ultra-High-Net-Worth Individuals & Families

We bring a mix of expertise to solving our client's unique problems or needs. Our team comprises a range of individual skills to address challenges in managing risk associated with your wealth. We're dedicated to challenging traditional thinking, putting clients first, and exhausting every possibility when advising clients

Family Offices & Trusts

Your Private Client Advisor will work with you to ensure family objectives are achieved and risk factors properly managed in the building and transferring of wealth.

Crypto & Digital Asset Entrepreneurs

Helping owners of digital assets mitigate taxation of their highly appreciated assets and positioning low basis assets to grow in tax advantaged ways.

Foreign Nationals & Expatriates

We specialize in supporting clients with international lifestyles and will help you navigate the complexities of your multi-jurisdictional status.

Sports & Entertainment 

With a finite opportunity to maximize your earnings, it is critical to have an advisor who understands this and builds a plan to secure your present and future and that of future generations.

Call us +1-888-365-4966. Email us. Talk to us. Hear from us.

Get in Touch

Let's Drive Success Together