Private Client Services

Protecting your assets and the financial security of your family and business is critical. Private Client Services is dedicated to helping clients successfully manage wealth and plan by acting as the family CFO overseeing all aspects of their personal and business interests.

We Provide the Following Offerings:

  • Family Office Services
  • Tax Consulting – Domestic and International
  • Trust and Estate Planning
  • Family and Corporate Governance
  • Pre-Immigration Planning
  • Succession Planning
  • Stakeholder Support
  • Life-Changing Events
  • Foreign Investment in the United States
  • Acquiring and Maintaining Property
  • Entity Level Reporting
  • Record Keeping
  • Administrative Services

Why A&M

Our priority is to work with clients to achieve their long-term goals and deliver highly personalized solutions that suit our client’s unique needs. We serve as your advisor, advocate, teammate, and partner maintaining the anonymity and security you desire.

The A&M Difference

A&M focuses on your individual needs and objectives while building a relationship based on trust and dependability. From your personal to professional journeys, we are proud to stand beside you as a confidant and adviser.

Learn More about Private Client Services

Meet Our Practice Leaders

    • Alan Kirschenbaum

    • Managing Director
    • Miami, FL
    • learn more
    • Juan Carlos Ferrucho

    • Managing Director
    • Miami, FL
    • learn more