Coral Gables, FL Financial Advisors | The Helios Group

Your complex wealth. Our singular focus. Private Wealth Management

At The Helios Group, we help successful entrepreneurs, business owners, and multigenerational families transform their wealth to create legacies to support the people and causes they care most about. With a deep understanding of the complexities you face at each business, financial and personal milestone, we deliver sophisticated solutions for all aspects of your life and help you preserve the wealth you have worked so hard to create.

Beyond the breadth and experience of our Private Wealth Management team, we draw on our extensive capital markets and investment banking background to build customized investing strategies for you. Over the years, we have developed a deep analytical process for evaluating investment solutions and building resilient portfolios that support your goals – no matter how complex.

We are proud of our thriving entrepreneur network and active role in connecting leaders in our community. With close connections to successful entrepreneurs, we frequently introduce like-minded executives in our network – to share recent business success, gain new insights or simply provide a fresh perspective to a challenging situation.

You have a vision for your future. We have the experience and dedicated resources to help you achieve it. It all starts with a conversation.

The Helios Group

305-507-3787

550 Biltmore Way
Suite 1100
Coral Gables, FL 33134

Let’s begin the conversation

“We’re passionate about helping entrepreneurs preserve wealth and shape their legacy. We truly understand the challenges associated with significant wealth, and our advice is tailored precisely to your needs.”

— The Helios Group

The questions that matter

We understand what’s on your mind. Our clients look to us for our uncompromising guidance and advice when it comes to life’s questions.

How do I grow and preserve my wealth?

Financial planning to get to know your unique personal and financial situation so that we can build an individually tailored plan
Family governance designed to help you make well-informed decisions according to your family’s set values
Insurance review to evaluate whether your insurance coverage is appropriate given your current and future needs
Customized portfolio solutions to address your complex saving and investing needs
Tax-efficiency to confirm that your current and future tax strategy supports your larger financial goals
Consolidated reporting that provides a complete view of your wealth picture in a clear and concise format

2021 Global Family Office Report

Portfolio principles
Loss-harvesting to save taxes

Do I sell my business or keep it in the family?

Exit planning to integrate your business, personal and financial goals
Trust and estate plan review to help you make informed decisions on protecting and transferring your wealth in the most tax-efficient manner
Employee Stock Ownership Plans (ESOP) to help you unlock value while providing tax incentives to you, your company and your employees
Succession planning to increase opportunities for multi-generational success
Diversification strategies for your concentrated holdings in order to mitigate risk
Boutique investment bank network of experienced middle market M&A and capital raising advisory firms

Through our UBS Industry Leader Network, we also offer business leaders a private and confidential platform to exchange insights and experiences.

What is the difference between smart debt and wise debt?

Liquidity management to ensure the appropriate cash flow for up to three years of short-term expenses
Strategic wealth assessment, an extension of our planning process, for a flexible assessment of your estate planning objectives
Cash flow analysis to review your monthly cash flow and opportunities to adjust spending
Holistic balance sheet, an approach to managing your wealth that includes not only investment assets, real estate and mortgages, but also non-tradable assets and future liabilities
Boutique lending network with access to innovative credit solutions to help you pursue your goals and passions
Liability-driven investing for the liquidity and longevity portions of your portfolio

Managing a Liquidity strategy UBS CIO Investment Office Americas Global Wealth Management White Paper

Portfolio principles
How Prudent Leverage Can Enhance Portfolio Returns

How do I support my children while still fostering their ambition and independence?

Legacy planning to structure a multi-generational plan for preserving and transferring your assets
Strategic philanthropy to embrace the concept of putting as much thought into giving as you do with investing, financial planning and major life decisions
Family meetings to provide a safe, structured context to prepare your heirs and pass down values
NextGen financial education to help the next generation get off to a successful financial start
Estate planning strategies for young families that looks at the important decisions you need to make to protect your children

We also offer a special series of “Young Successor” events that help our young adult clients expand their financial literacy under the guidance of professionals in the areas of entrepreneurship, innovation, leadership and philanthropy.

Can my investments reflect my values?

Sustainable investing with a broad set of investment strategies that incorporate environmental, social or governance considerations into the investment process
Charitable giving strategies to help reduce your tax burden, allowing you to give more to causes that matter
Best practices for foundations and donor advised funds that look at making charitable contributions in a given year and deploying the gifted funds over a period of time
Family mission statements that create a combined and unified expression of your family’s ideals and goals
Gender lens and faith-based investing that allow you to analyze investment decisions using a different lens

Through our highly acclaimed UBS Philanthropy Forum, we also help you find and further the causes you want to champion. We offer the opportunity for you to collaborate with the right organizations, so you can have a real and rewarding impact on the world.

Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.

The clients we serve

Whether you’re running a business, dealing with complex family wealth decisions or looking to enhance your financial engagement, we apply the same discovery process to help us understand you and your world. From these in-depth conversations, we work with you to develop a plan for what matters most.

Entrepreneurs and executives
Multigenerational families
Women and wealth

The same discipline and strategic vision that helped you achieve your success drives the solutions we provide. From defining potential options for the transition of your business to designing a personalized plan to help you pursue life’s goals post-exit, we have the expertise to help you think through each important decision.

We can help you consider the risks that come with selling a business. By going through the exit planning process with us, we can help you determine if your business is ready, your family is prepared and all stakeholders are comfortable with the range of potential outcomes. Our process can help you analyze the potential benefits from selling your largest and most important asset, your business.

Is selling the business your preferred exit strategy?

More insight

Preparing for a strategic exit

Focus on income taxes when selling your company

Personal planning for start-up founders

Wealth Strategy for entrepreneurs and business owners

Selling a business is just the beginning

Family dynamics can impact financial decision making. We are here to help demystify the complexities of your estate planning strategy, engage family members in financial education, prepare heirs to receive wealth and design family philanthropy strategies. Our solutions are based on the people who matter most to you and the legacy you want to leave behind.

More Insight

Designing an effective family meeting

Strategic philanthropy

Your family’s five forms of capital

With our practice’s personal commitment to focus on women’s needs, we believe in the power of financial education. We can work with you and your family members to provide the level of educational insight that’s right for you. No matter where you are in life, we want to help you take a more active role in your finances—and boost your financial confidence.