Yellowstone Wealth Group is a boutique multi-family office based in Coral Gables, Florida, serving high- and ultra-high-net-worth families, entrepreneurs, business owners, and corporate executives with complex domestic and international interests. Its integrated approach brings together financial, fiduciary, legal, tax, and risk expertise to help clients protect assets, plan across generations, and manage cross-border structures.

The firm’s six practice areas include wealth and financial planning; Wyoming trust and fiduciary services; global fiduciary and cross-border trust structures; CPA, audit, and tax compliance; corporate and fiduciary legal counsel; and specialized insurance and risk management. Yellowstone Wealth also supports succession planning, business and entity structuring, portfolio strategies, and ongoing governance and compliance coordination. Its process spans discovery, tailored structuring, portfolio optimization, integrated governance, tax oversight, and continued stewardship. The firm works with an alliance of financial, trust, accounting, legal, and insurance specialists, and can coordinate with clients’ existing professional advisers. Its services are designed to address the needs of multigenerational families, international clients, emerging families, founders, and executives.