Our Approach

Global 360 F.O.R.M.ula is our proprietary process that integrates wealth, debt, liquidity, cash flow, and estate management, together with financial planning to customize our clients’ plans.

This approach enables us to understand your individual goals and desires. We then design a customized program tailored to those needs and get to work.

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Global 360 F.O.R.M.ula

Our clients are successful families, executives, business owners and professionals striving to secure investment legacies, develop income strategies that ensure a comfortable retirement, or achieve a work-optional lifestyle. Below is the unique process we follow in supporting each of our clients:

Discovery

We kick off our relationship with an in-depth discovery phase, during which we discuss the details of your financial landscape, goals, values, and risk tolerance.

We will ask you:

What do you want to accomplish?
What is important to you?

Design

Armed with a deep understanding of your aspirations, we transition to the design phase, where we meticulously craft a personalized financial blueprint tailored to your needs.

At this stage, we answer:

How will we get you there?
What services are the best fit for you?

Deploy

Finally, in the deployment phase, we implement your personalized plan, laying the foundation for a lasting financial legacy and relationship.

At this stage, we focus on:

Financial and legacy planning
Product and risk assessment and fit
Ongoing and continuous service
Building a lasting relationship

Solutions for Individuals & Families

High-net-worth individuals (HNWIs) and their families work with Premia Global Advisors as a trusted source for managing their livelihood and legacies.

As our client, you will benefit from a comprehensive, systematic review of your existing profile. We then create a customized financial plan and investment portfolio to balance your objectives and risk tolerance properly. From there, we hold regular performance reviews of your investments, continuously enhancing the portfolio as needed.

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Solutions for Institutional Clients

Institutional investors work with Premia to navigate the challenges faced by cross-border investing and finance.

As an institutional client, you will have our team’s support in defining financial objectives and plotting a course of action that delivers short- and long-term results. We support projects of all sizes, from building a corporate pension plan to investigating a niche investment opportunity that requires confidentiality.

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Contact Information

Service Areas

Aventura, FL
Coconut Grove, FL
Coral Gables, FL
Key Biscayne, FL
Fort Lauderdale, FL
Miami, FL
Miami Beach, FL
Pinecrest, FL
South Miami, FL

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