Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIED
Coral Gables, FL 33134
305-482-3002
A family office for complex wealth, built by an entrepreneur.
About GFO
Gables Family Office (GFO) is a private wealth management firm built for entrepreneurs and families with $5M+ in net worth. We operate within the platform of Belpointe Asset Management, an institutional-grade RIA, giving clients the rare combination of private family office intimacy backed by deep operational infrastructure.
GFO is built around two service tiers:
The Cypress System is our full family office capped at 48 households, reserved for $5M+ net worth situations with real complexity. It is built around the 13 components of Private Wealth Architecture, a framework that integrates tax, estate, investments, business ownership, and generational planning into a single coherent system.
GFO Strategies is our in-house asset management arm five proprietary investment strategies available to investors at a $250,000 minimum, who want institutional-grade investment expertise without the full family office engagement.
Most founders we know are rich. Very few are wealthy. The gap isn't more assets it's architecture. Eliminating that gap is GFO's reason for existing.
See Disclosures
General Information
Firm Start Year
2025
No. of Employees
2-4
CRD#
4271692
Firm CRD#
143440
Name of Custodial Firm
Fidelity Investments & Altruist
Years of Experience in Financial Services
26
Number of Years with Current Firm
1
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Services
Investment Types
Insurance, Commodities, Mortgages & Real Estate, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Email, Phone, Our Office, Your Home, Video Conference, Your Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65, Series 63
Firm Information
Firm's Number of Clients
100
Firm's Number of Planning Clients
10
Firm's Number of Managed Clients
100
Assets Managed by Firm
100 mil+
Advisor's Number of Clients
100
Advisor's Number of Planning Clients
10
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
2,000,000
Compensation Methods
Flat Fee, Hourly, Based on Assets
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886766/retirementplanning-GFO-detailed-disclosure.html
Disclaimer
Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SECs website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/