Our Boca Raton Office
South Florida Attracts Serious Money and It Deserves Serious Planning.
Cloud Capital Management’s Boca Raton office serves one of the country’s most financially active markets. South Florida has become a genuine hub for entrepreneurial activity, technology, finance, and relocated wealth from across the country — clients who bring real financial complexity and want advisors who can meet it.
South Florida Clients
The People We Work With Across South Florida.
Technology Founders and Executives
We work with technology founders who are building toward an exit, recently exited entrepreneurs managing new liquidity, and executives at technology companies navigating concentrated equity and long-term planning decisions. Given the growth of AI and emerging technology companies, we are increasingly working with clients from firms like OpenAI, Anthropic, and SpaceX, where compensation is weighted heavily toward equity.
Venture-Backed Founders
Founders who have taken institutional capital or are navigating a transaction face a unique set of tax and structuring questions. Having navigated these liquidity events personally, we bring direct, real-world experience to helping you build a durable financial plan from a concentrated event.
Relocated Wealth
For clients migrating from high-tax states, we seamlessly recoordinate your established wealth. We comprehensively review your existing portfolios, trusts, business interests, and real estate to maximize the specific tax planning opportunities of your new environment.
Investors and Alternative Asset Holders
Our clients frequently hold wealth beyond traditional investment accounts. We build comprehensive financial plans that account for your full financial picture, including alternative and illiquid assets.
High-Net-Worth Pre-Retirees
For clients who have spent careers building significant wealth, we design sophisticated retirement income strategies that manage the complexity you’ve accumulated while leveraging strategic tax planning opportunities.
Business Owners
Your business is likely your largest asset and your most complex tax situation — we formulate a plan that treats your personal wealth, business, and eventual exit as one connected strategy, not three separate conversations.
What We Address in This Market
Liquidity Events, Relocated Assets, and the Planning Opportunities Florida Creates.
Post-Transaction Wealth Management
South Florida draws entrepreneurs and executives who have recently closed a significant financial event — a business sale, a private equity transaction, or an equity liquidity event. The window that follows is one of the most consequential planning moments in a client’s financial life. We help clients build a structure around what they received that reflects their income needs, long-term goals, and tax situation.
Relocation and State Tax Planning
Clients who relocated from high-tax states often arrive without a full review of how their financial structure changes under a new tax environment. Florida’s lack of a state income tax creates real planning opportunities around Roth conversions, capital gains timing, and trust structure. We address those directly rather than leaving them on the table.
Concentrated Positions and Alternative Assets
Technology executives and venture-backed founders in South Florida frequently carry positions in private companies, venture funds, or concentrated public equity. We build plans that account for those positions, including tax efficient strategies to navigate complex holdings.
