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Multi-Generational Wealth Planning | Aventura Private Wealth

Multi-Generational Wealth Planning That Integrates Everything

Connect your estate planning, investment strategy, and philanthropic goals through integrated wealth planning designed for complex financial lives.
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Many High-Net-Worth Families Get Fragmented Advice From Multiple Advisors

We coordinate your complete financial strategy with institutional-level access, letting you capture opportunities others may miss.

$400M+ in Assets

At Aventura Private Wealth, our mission is simple: put clients first. Using tailored solutions, we create generation-spanning partnerships built on trust. Our culture is built on the goal to protect, build, and preserve your wealth. Together, we charge toward success.

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8 INVESTMENT STRATEGIES

For High Net Worth Families with $1,000,000 or More
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Charging Ahead With Bold Financial Solutions

We tailor dynamic financial strategies with the aim to propel your wealth forward, leveraging opportunities with the strength and confidence of a bull.

Trust Services

Private Wealth

Financial Planning

Investment Advisory

Risk Management

Philanthropy

Retirement

Tax Conscious Investing

Charging Ahead With Bold Financial Solutions

Clients who want:

Wealth Management

Private Market Access

Founders & Executives

Family Office Services

Our Core Competencies

We integrate four key areas of wealth management into one coordinated approach, designed so your financial strategies work together rather than in isolation.

Wealth Management
For High-Net-Worth Families Seeking Coordinated Financial Planning

We coordinate your retirement income, tax-efficient portfolios, trust strategies, and risk management into one unified plan. No more juggling disconnected advisors. We work to align every financial decision with your overall strategy while focusing on preserving wealth for future generations.
Private Market Access
For Qualified Investors Wanting Exclusive Opportunities
‍
We provide access to defense technology, pre-IPO companies, and growth-stage investments like SpaceX and Anduril through our institutional relationships built upon transparent structures and thorough due diligence.
Founders & Executives
For Business Owners Planning Beyond Their Company
‍
We help you transition business gains into lasting family wealth through exit planning, business structuring, and retirement plan designing. Whether you're growing, transitioning, or selling your business, we coordinate strategies that are designed to optimize both your company and personal financial goals.
Family Office Services
For Multi-Generational Families Preserving Legacy

We coordinate family financial activities, philanthropic planning, and family governance to help preserve wealth and maintain continuity across generations. From coordinating advisors to facilitating family meetings, we bring clarity and structure to complex family finances while simplifying decision-making.

Our Team

Meet the passionate individuals behind our success.

see who we are
Shmuel Maya
Managing Director – Founder
Patrick Simon
Investor Advisor Representative, VP – Investments
Andrea Bruno
Senior Registered Client Associate
Michelle Diamantis
Chief Compliance Officer

Are You Missing the Private Market Opportunities You Qualify For?

Private markets offer opportunities in defense technology, pre-IPO companies, and growth-stage ventures that many accredited investors never discover. You likely qualify based on your net worth, but access requires institutional relationships and specialized knowledge. The question isn't just whether you qualify—it's whether you have the access.
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What You May Be Missing Right Now:

Pre-IPO access to companies like SpaceX before they become available to public market investors

Investment in developing defense technology companies like Anduril, rather than ETF exposure to legacy defense contractors

Growth-stage companies currently securing government contracts and forming strategic partnerships that provide different market positioning than traditional markets offer

Structured private equity investments with institutional-level due diligence and transparent fee structures, providing clear terms and comprehensive vetting

Sector-specific opportunities in aerospace, defense, and emerging technologies that benefit from our industry knowledge and relationships

Time-sensitive investment allocations with limited availability windows, where prompt action is often required for participation

The Impact of Limited Investment Access

Opportunity costs can accumulate over time—missing access to alternative investments may impact long-term portfolio positioning

Your portfolio remains correlated with public markets rather than benefiting from the diversification that private investments may provide

You're using retail investment tools while institutional investors access different opportunities, which may affect your investment options

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Insights That Matter to High Net Worth Families

Get practical perspectives on private markets, investment strategies, exit planning, and wealth coordination from advisors experienced with complex financial situations.

Meet the Founder

Hello, I’m Shmuel Maya, the founder of Aventura Private Wealth. After 14
years as a wealth advisor at a private bank,
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What is Family Office?

What exactly is a “family office,” and do YOU need one? Think of a family office as having a dedicated financial team for your family.
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Wealth Management

We provide centralized wealth coordination in one unified approach tailored to your family's priorities.
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What If You Didn't Have to Compromise?

Many high net worth families assume they must choose between institutional access and personal service, between comprehensive planning and responsive communication, between exclusive opportunities and transparent structures.

But what if those trade-offs weren't actually necessary? Here's what becomes possible when you work with a firm that has designed its approach to address these common challenges.

Accessible Institutional-Level Access

Built for Long-Term Partnerships

Private Market Access, Simplified

Centralized Financial Coordination

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Signs You're Ready for Aventura Private Wealth

Many affluent families find their financial needs evolving beyond their current advisory relationship. If any of these situations sound familiar, it might be time to consider a coordinated approach to managing your wealth.

You're Managing Multiple Advisors Who Don't Talk to Each Other

Your investment advisor doesn't coordinate with your tax planner, your insurance agent works separately, and the recommendations may not align with your overall strategy. You find yourself coordinating between multiple advisors.

You Want Investment Opportunities Your Current Advisor Can't Access

You're interested in private market investments, defense technology, or pre-IPO opportunities, but your advisor may not have access to these investment options.

Your Financial Situation Has Become More Complex

You need trust planning, charitable giving strategies, multi-generational coordination, or business exit planning, but your current advisory relationship feels more like basic portfolio management than comprehensive wealth strategy.

You're Tired of Feeling Like Just Another Account Number

Your calls aren't returned promptly, your meetings feel rushed, or you're working with junior staff instead of senior advisors. You should receive attention and knowledge that aligns with your financial complexity.

Leadership That Shapes Your Family's Future for Generations

Beyond coordinating your current wealth, we provide the strategic guidance and institutional relationships that can position your family for long-term success.

Our approach helps create financial structures and investment strategies that don't just preserve what you've built—they provide the foundation for your children and grandchildren to build upon, ensuring your success becomes the launching point for even greater family achievement.

The Hidden Costs of Waiting

Delaying your financial strategy can lead to unforeseen costs. High net worth families often find that inaction compounds their challenges over time. Don't let missed opportunities affect your wealth planning goals.

Missed Opportunities Compound Quickly

Qualified investors are moving beyond public markets—into private opportunities that may diversify and defend.  Don't get left behind.

Fragmented Advice Creates Expensive Gaps

When your advisors don't coordinate, small inefficiencies can compound over time. Tax strategies that conflict with investment decisions, estate plans that don't align with business structures, and retirement planning that doesn't consider private assets may create planning gaps and additional costs.

The Coordination Tax Keeps Growing

When your advisors don't coordinate, small inefficiencies can compound over time. Tax strategies that conflict with investment decisions, estate plans that don't align with business structures, and retirement planning that doesn't consider private assets may create planning gaps and additional costs.

FAQs

What services do you offer?

We offer a range of wealth management services including comprehensive planning and investment solutions for individuals, families, and business owners. Our services include personalized portfolio management across public and private markets, financial and retirement planning, and strategic coordination with clients’ CPAs and estate attorneys.

How can I get started?

Getting started is easy! Simply click on the link to connect with our team and book an appointment.

Do you work with cross border clients?

Absolutely! We are able to custody in a multitude of countries as long as they are in the parameters set forth by OFAC.

How do you charge?

We are a fee based advisory firm.

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