Financial Advisor

Arthur E. Kulick

Financial Advisor
Miami, FL / Barcelona, Spain.

With a double major in Economics and Finance from Bentley College in Boston, his career as a Financial Advisors in the financial realm has contributed his skills to AXA Advisors in New York City. Following this, he transitioned to UBS Wealth Management on Park Avenue.

Co-founded a multi-family office in Miami, meticulously building a comprehensive approach to financial management. Today, his firm stands as a beacon of commitment, specializing in three core pillars:

  • Global asset structuring with a focus on tax efficiency and protection.

  • Robust risk management strategies, including comprehensive insurance umbrellas.

  • Wealth management solutions worldwide.

His services extend across 11 jurisdictions, with a prominent presence in the United States and Switzerland.

Passionate about tailoring financial strategies to meet the unique needs of each client, his mission revolves around providing a holistic and strategic approach to wealth optimization.