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Louis Chiavacci

Private Wealth Advisors

355 ALHAMBRA CIRCLE, FLOOR 16

CORAL GABLES, FL 33134

888.655.6847

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THE CHIAVACCI TEAM

About us

The Chiavacci Team

The Chiavacci Team was founded in 1997 by Louis Chiavacci. We offer highly customized investment guidance on critical areas of wealth management for ultra affluent families coupled with access to the open architecture and global resources of Merrill Lynch and Bank of America.

Client Focus

We focus exclusively on ultra affluent families and their unique financial needs. We provide our services to approximately 65 family groups with assets valued at approximately $2.25 billion as of December 31st, 2016. Clients have included 12 members of the various Forbes’ lists (Billionaire, Four Hundred List of Wealthiest Families). As a team our zealous commitment to outstanding service is reflected in our client retention rate of 95%.

Our Approach

Our team of investment professionals is well versed in the nuances and intricacies of the financial markets. We stay abreast of new strategies, trends, regulations, tax laws and market conditions in order to provide clients with innovative ideas and sophisticated strategies. First and foremost we are investors. We are students of the financial markets. As a team we subscribe to and read over 20 investment, financial and estate planning publications so that we can provide timely, authoritative and well researched investment strategies.

Private Wealth Management

At the Chiavacci Team we embrace our role as a wealth management "think tank". We inherently recognize that ultra affluent clients require individualized strategies that reflect the personalized nature of their needs and goals. We provide proactive idea flow on the critical areas of focus for the ultra affluent and enact our investment approach with diligence and precision.

Our business focus includes the following areas:

  • Investment management
  • Tax harvesting
  • Use of entities and trusts
  • Single stock risk management
  • Sophisticated asset allocation guidance
  • Opportunistic deal flow and trading ideas
  • Open architecture to provide our clients with the best minds on Wall Street
  • Institutional access to various alternative investments including: private equity, hedge funds and managed futures

  • Accolades and Publications

  • Recognized by Barron's "Top Advisor in the State of Florida"
  • "Top 100 Advisor": Barron’s 2004 to 2016
  • Featured in “Wowing the Client”, Research Magazine, August 2003
  • Appeared in “Reaching the Millionaires Next Door”, Susan Konig, On Wall Street Magazine, September 2003
  • Featured in "The Winner’s Circle IV", R.J. Shook, 2003
  • Featured in “Wealth Advisors: On Top Of Their Game,” South Florida Business Journal, December 12, 2008

    _______________________________________

    Neither Merrill Lynch nor its Financial Advisors provide tax advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    Asset allocation does not ensure profit or protect against loss in declining markets.

    Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

    Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. For information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. .

    Source: Barron's "America's Top 100 Advisors" list, April 18, 2016. For information about the selection criteria, go Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All Rights reserved.

    "The Winner’s Circle IV" Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. For information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors..

    Source: Barron's "America's Top 100 Advisors" list, April 18, 2016. For information about the selection criteria, go Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All Rights reserved...

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