Miami. Palm Beach. Fort Lauderdale. Boca Raton. Naples. South Florida has absorbed the largest share of the national family office migration over the past five years. Cavalier Consulting serves the region with independent technology counsel calibrated to its pace and its standards.
Confidential ConsultationSouth Florida has been at the center of the largest family office migration in U.S. history. Florida has led the nation in millionaire inflows for five consecutive years, gaining $196 billion in adjusted gross income from interstate migration. Citadel, Elliott Management, Point72, D1 Capital, and DigitalBridge are among the major firms to relocate to South Florida — accompanied by the family offices that operate alongside them. The migration is structural, driven by zero state income tax, no estate tax, and the validation of remote-first work. Cavalier Consulting serves South Florida family offices from its Tampa headquarters, with on-site engagement across Miami, Palm Beach, Fort Lauderdale, Boca Raton, and Naples. Call 813.723.3770 or email southflorida@cavalier-consulting.com.
Brickell and the greater Miami metro have become "Wall Street South," with hedge funds, family offices, and investment firms relocating from New York. Family office density is accelerating.
Emerging as a billionaire hub. Major financial institutions have expanded their Palm Beach County footprints significantly. The region's discretion-first culture aligns with Cavalier's positioning.
Longer-established family office markets with a mix of first-generation wealth and multi-generational family structures. Operating company concentration in healthcare, real estate, and consumer brands.
Growing cluster of family offices formed by wealthy retirees and post-exit founders. Technology governance is often the unexamined dimension of these newer structures.
Retained technology executive counsel for Miami-based single-family and multi-family offices. Strategic oversight, vendor governance, cybersecurity posture, and board-level reporting.
Family Office AdvisoryCybersecurity governance calibrated to the sensitivity of principal and family data. Incident response planning, vendor security review, and ongoing risk management.
CISO ServicesIndependent technology assessment for South Florida families evaluating portfolio company acquisitions, vendor transitions, or significant commitments. Pre-close visibility, post-close integration planning.
Due DiligenceMiami. Palm Beach. Fort Lauderdale. Boca Raton. Naples. We meet in person, over video, or by phone — whichever serves the conversation.
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