A dedicated structure for the management and preservation of family wealth, with governance, discipline, and long-term vision.
Clear decision-making processes and organizational structure that ensure transparency and continuity across generations.
Wealth management based on rigorous criteria, strategic allocation, and continuous monitoring of investments.
Every decision is made with the commitment to strengthen the wealth and values that run through our family history.
Ofli is a single family office headquartered in Florida, with operations across the United States and Latin America. We oversee a diversified portfolio of investments across real estate, private credit, venture capital, and alternative asset classes. Our structure encompasses multiple entities across several jurisdictions, each purpose-built to manage specific asset classes and strategies with operational efficiency and regulatory discipline.
Rooted in a strong entrepreneurial background -- with a proven track record of building and scaling businesses across multiple industries -- the office brings hands-on operational expertise to every investment decision, from sourcing and structuring to active portfolio management.
The office is led by a principal with over two decades of experience in entrepreneurship, real estate development, capital markets, and business operations across the United States and Latin America.
Having founded and scaled ventures in sectors ranging from hospitality and technology to commercial real estate -- including building a company from inception through a successful IPO -- the principal brings a hands-on, operator-driven perspective to wealth management.
Since inception, the office has successfully developed and disposed of residential and commercial properties across multiple US markets, deployed capital across several fund vintages in alternative credit and venture, and built operating businesses from the ground up.
This entrepreneurial foundation informs every aspect of our investment process: the ability to evaluate business models from the inside, negotiate directly with counterparties, and manage assets with the rigor and accountability of an operating company.
Our investment philosophy centers on direct ownership, downside protection, and long-term compounding. We deploy capital where we identify structural advantages -- whether through proprietary deal flow, operational expertise, or market dislocations -- always with a clear path to value creation. We are active participants in our investments, either engaging directly in day-to-day operations or bringing our experience to empower partners and maximize outcomes.
Active portfolio of residential properties across Florida, with a focus on high-growth corridors in Central Florida and Southeast Florida. Our strategy combines acquisitions of stabilized assets with ground-up development of pre-construction luxury condominiums and single-family homes. We manage the full cycle -- from site selection and entitlements through construction oversight and disposition.
Dedicated investment vehicles targeting the self-storage sector in high-demand, supply-constrained markets. Our approach involves development of climate-controlled facilities with institutional-grade operational standards, leveraging proprietary financial models to underwrite projects from ground-up construction through stabilization and long-term hold or disposition.
Selective exposure to technology and innovation through direct positions in high-conviction companies. Our focus includes fintech, proptech, and platform businesses in both US and Latin American markets, with emphasis on founders with domain expertise and capital-efficient models.
Legacy real estate holdings in Brazil including hospitality assets and commercial property administration. These positions reflect the family's historical base and continue to generate operational cash flow while benefiting from the long-term appreciation of prime assets in major Brazilian metropolitan areas.
Every investment follows a disciplined process rooted in fundamental analysis, structural protection, and alignment of interests.
Proprietary deal flow through direct relationships with operators, managers, and intermediaries across our core verticals.
Rigorous financial modeling and scenario analysis with focus on downside protection and capital preservation.
Purpose-built entity structures for each investment, ensuring tax efficiency, liability isolation, and operational transparency.
Continuous portfolio oversight and performance benchmarking against stated objectives.
Build with patience. Protect with rigor. Perpetuate with purpose.
This website is published by Ofli Consulting Group LLC and is provided for informational purposes only. Nothing contained herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or strategy. No representation is made that any investment will achieve results comparable to those described herein.
Ofli is a single family office and is not a registered investment adviser, broker-dealer, or financial planner. The information presented reflects the general investment activities of a private family office and should not be construed as investment advice or as an indication of future performance.
All investments involve risk, including potential loss of principal. Past performance is not indicative of future results. Forward-looking statements are based on current expectations and assumptions and are subject to change without notice.