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Who We Serve

Individuals

We bring expertise and experience to any challenge you may face with investment management, trust and estate, sustainable investing, and wealth planning.

Businesses

Amerant can prepare you for business transitions, obtaining resources that can provide guidance on building your business, managing a family office, or transferring wealth.

Institutions

Foundations, endowments, and nonprofit institutions rely on the expertise of our Private Client Wealth Management Advisors. We understand that every situation is unique, and we bring a customized approach to every challenge.

Professional Private Client

Designed for Professionals

Our Wealth Management Advisors work closely with professionals, firms, and practices in the law, medical, and accounting sectors. Our expertise, services, and products allow us to deliver consistent, high-quality, impactful results.

Flexible Lending

We cater to law firms’ and physicians’ specific needs and provide flexible lending options based on their specialties and unique financial structure.

Personalized Attention

We believe in building long-lasting connections and are happy to meet with you in person to discuss your goals and needs.

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Wealth Advisor

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Important Legal Disclosures and Information

Available to Florida and Texas residents only.