04
CPA, Audit & Tax Compliance
Precision accounting and global tax reporting for business owners, corporate executives, and High net-worth estates.
Premier Multi-Family Office · Coral Gables
Your Wealth.
Our Architecture.
An institutional-grade suite of financial and fiduciary services for High net-worth and Ultra high net-worth families, entrepreneurs, and corporate executives with complex global interests.
6
Practice Areas
7
Alliance Partners
Multi
Jurisdictional
About Us
“True wealth management transcends conventional asset allocation.”
Yellowstone Wealth operates as a premier multi-service financial firm and multifamily office, where our boutique service is anchored in a comprehensive and holistic approach.
We believe that true wealth management requires a deep, integrated understanding of financial planning, fiduciary guardianship, and global estate strategy. By leveraging institutional-grade professional alliances, we provide sophisticated cross-border solutions and multigenerational structures designed to protect legacy and empower future growth with uncompromising artisanal care.
Our Full Story →What We Do
Six Practice Areas
01
Sophisticated Wealth & Financial Planning
Strategic roadmaps built to protect the capital of entrepreneurs, business owners, and multigenerational High net-worth families. Full-spectrum financial architecture aligned with legacy objectives and long-term generational continuity.
Learn More →02
Wyoming Trust & Fiduciary Governance
Specialized Wyoming trustee services offering privacy and asset protection for Ultra high net-worth families and corporate executives.
Why Wyoming?
No state income tax · Superior privacy laws · Strongest trust statutes in the U.S. — globally recognized for multi-generational preservation.
03
Global Fiduciary & Cross-Border Trust Structures
Complex offshore solutions for foreign nationals, emerging families, and individuals with international interests. Our specialists manage cross-border planning, offshore fiduciary services, and multi-jurisdictional compliance.
Global Structures →05
Corporate & Fiduciary Legal Counsel
Advanced legal guidance for entrepreneurs and business owners ensuring multi-jurisdictional compliance.
06
Private Risk & Specialized Insurance
Bespoke risk management and liability coverage for Ultra high net-worth families, executives, and global business owners.
Who We Serve
Seven client profiles, one unified approach.
Yellowstone Wealth provides institutional governance for individuals, cross-border families, and High net-worth executives seeking sophisticated global management.
01
High net-worth & Ultra high net-worth Families
Bespoke multifamily office solutions with risk management and legacy planning to protect substantial wealth across generations.
02
International Wealth
Strategic plans for global families and entrepreneurs facing intricate cross-border tax issues and multi-jurisdictional portfolios.
03
Global Business Owners
Managing gift tax complexities for High net-worth families with heirs in the U.S., ensuring smooth asset transfer while securing family heritage.
04
Multinational Families
Wealth stewardship for business owners with LATAM interests, integrating international holdings into one cohesive strategy.
05
Emerging Families
Assisting families transitioning from wealth creation to long-term preservation with institutional frameworks for lasting security.
06
Corporate Executives
Tailored compensation and succession strategies ensuring corporate benefits are aligned with the private goals of the family.
07
Entrepreneurs & Founders
Pre- and post-liquidity strategies designed to harmonize private equity with institutional wealth for permanent protection of business assets.
Our Process
The Yellowstone Journey
A disciplined and structured approach from deep alignment to meticulous execution.
1
Discovery & Alignment
We begin with an in-depth exploration of your family values, legacy goals, and complex financial landscape to ensure absolute strategic alignment.
2
Holistic Structuring
Design of bespoke legal and fiduciary structures — domestic and international — to optimize asset protection and cross-border planning.
3
Portfolio Optimization
Implementation of multi-asset class strategies and institutional-grade wealth management focused on long-term risk-adjusted growth.
4
Integrated Governance
Establishment of family office protocols and succession frameworks to ensure continuity across generations and business interests.
5
Tax & Compliance Oversight
Continuous coordination with CPA and legal counsel to maintain transparency and compliance across global portfolios.
6
Ongoing Stewardship
Regular high-touch reviews and proactive strategy shifts to adapt to evolving market conditions and family requirements.
Your legacy deserves a process as refined as your wealth.
Strategic Alliance
Global Expert Ecosystem
Seamless legal, financial, and fiduciary excellence across all borders.
JB Wealth
Holistic financial planning, wealth management, retirement strategies, and asset protection for individuals and global multigenerational families.
Yellowstone Trust Co.
Expert provider of Wyoming trust and trustee services, offering sophisticated fiduciary solutions within the Wyoming jurisdiction.
Int'l Trust & Fiduciary Services
Dedicated to foreign nationals, offshore trust and trustee services, and complex international estate planning for cross-border families.
The Yellowstone Alliance
A unified partnership providing holistic oversight for every aspect of wealth held by individuals, business owners, and families.
SO
Silvia M. Orozco CPA LLC
Specialized CPA, accounting, and audit services with a commitment to transparency and fiscal precision for multinational structures.
Soto Legal & Corporate Consulting PLLC
Expert legal counsel in Business Law, Corporate Law, M&A, and Compliance Law across FL, NY, Washington DC, and Wyoming.
RGlobal LLC
Full-service property and casualty insurance ensuring comprehensive protection and risk mitigation for multifamily offices and assets.
Leadership
Our Team
Jose Rodriguez
Founder & CEO
Jose established Yellowstone Wealth to provide fiduciary excellence for High net-worth families, entrepreneurs, and corporate executives.
jrodriguez@yellowstonewealthgroup.com
Florencia Ribes
Founder & CDO
Florencia creates sophisticated brand identities that resonate with ultra-High net-worth families and global business owners effectively.
fribes@yellowstonewealthgroup.com
Ezequiel Bronzel
Founder & COO
Ezequiel manages firm operations to ensure seamless execution for our diverse portfolio of emerging families and business owners.
ebronzel@yellowstonewealthgroup.com
Sebastian Ribes
Int'l Structuring
Sebastian assists High net-worth individuals with complex U.S. entity setup, ensuring full compliance and banking coordination globally.
sribes@yellowstonewealthgroup.com
Silvia Orozco CPA
Corporate CPA & CFO
Silvia directs the financial ecosystem with precision, delivering stability for complex accounting needs of High net-worth families.
sorozco@yellowstonewealthgroup.com
Alex Soto Esq.
Chief Legal Officer
Alex leads legal strategy focusing on trust and multi-jurisdictional excellence for the protection of ultra-High net-worth families.
asoto@yellowstonewealthgroup.com
Yellowstone Wealth delivers institutional sophistication with an artisanal touch. Their holistic oversight of our complex structure has been essential to our legacy.
Principal, Multigenerational Family Office
Coral Gables, FL
FAQ
Common Questions
Clear answers for those navigating complex wealth structures.
We offer a comprehensive multifamily office platform including wealth management, financial planning, Wyoming trust and fiduciary services, CPA/tax advisory, and legal counsel.
Wyoming is globally recognized for superior asset protection, privacy laws, and no state income tax on trusts — ideal for multi-generational wealth preservation.
Yes. Our specialists manage complex cross-border planning, offshore fiduciary services, and multi-jurisdictional compliance for foreign nationals and global families.
Through private trust companies, Wyoming LLCs, and strategic structuring, we create a robust legal shield that prioritizes confidentiality and security.
Absolutely. We often act as the central coordinator, collaborating with your existing professionals. We also offer in-house services for a complete one-stop-shop experience.
We cater to High net-worth and ultra-High net-worth families, emerging families, entrepreneurs, individuals, business owners, and corporate executives.
It starts with a confidential exploratory discussion. From there, we perform a holistic review and design a tailored family office proposal.
As a fiduciary, we are legally and ethically obligated to act solely in your best interest, maintaining absolute transparency in fee structures and advisory recommendations.
Get In Touch
Ready to Start?
Schedule a confidential consultation to discuss your wealth objectives and discover how we can help.
(305) 299-4448
connect@yellowstonewealthgroup.com
4000 Ponce de Leon Blvd, Suite #790, Coral Gables, FL 33146