Who we are
With offices in Miami and Lima, ALLIÉ Family Office is an independent firm that provides comprehensive and personalized wealth advisory services to high-net-worth individuals and families. Our team, with extensive experience in asset management and investment handling, is committed to delivering tailored solutions designed to optimize and protect our clients’ financial legacy. We base our approach on trust, professional rigor, and close support to help ensure the financial success of those who rely on us.
Why Allié Family Office?
Integrity and Compliance with high regulatory standards
With offices in Lima and Miami, we are a company incorporated in the United States and a Registered Investment Advisor (RIA). Our policies and processes are designed to comply with current regulations to help ensure that our clients’ interests are prioritized consistent with the highest standards of integrity and transparency.
Experienced team
Allié has a team with extensive local and international experience in both wealth management and investment portfolio management. Our commitment is based on the active involvement of one of our financial professionals in every detail of your portfolio and family matters, ensuring you receive the highest level of personalized and skillful attention.
Independence
At Allié, we are exclusively dedicated to serving our clients. We do not engage in any activities outside of wealth advisory, and no member of our firm receives compensation from third parties, which reduces potential conflicts of interest and helps ensure a continuous alignment of interests between Allié and our clients.
Personalized service
Allié takes pride in providing dedicated and personalized service to each of our clients. Every family has a unique structure and specific needs, and our commitment is to always be available and to create tailored solutions to help them achieve their goals.
Extensive network of contacts
Allié has an extensive network of third-party providers to service our clients’ needs in various areas such as tax advisory, banking, estate planning, corporate finance, and family governance. Our dedicated and experienced service, complemented by this broad network of providers, ensures that our clients receive comprehensive support tailored to their needs.
