top of page
Image by Austin Hervias

Welcome to our Miami office.

Located in the heart of the financial district, our Miami office serves as the gateway to E&G Financial Group's broad range of global services and specializes in helping clients and professional intermediaries who have international structures in the United States and in +20 jurisdictions. Our Miami team assists clients in establishing and managing structures in all jurisdictions in which the group operates, providing a local point of contact and practical assistance through its detailed working knowledge of various types of entities around the world.

In Miami, our main objective is to serve High Net-Worth clients by offering personalized solutions in partnership with law firms and investment banks in South Florida.

Main Services in Miami:

• Formation and maintenance of companies in all 50 states of the United States;

• Formation and maintenance of companies in more than 20 jurisdictions, including the British Virgin Islands, Bahamas, Cayman Islands, Nevis, Luxembourg, Switzerland, Hong Kong, Cook Islands, United Arab Emirates, among others;

• Accounting in accordance with international standards, including the preparation of financial statements for companies established in the United States and other jurisdictions;

• International corporate tax planning and US pre-immigration tax planning;

• Use of legal tools such as national and international trusts and wills;

• Corporate structures for the acquisition of vessels (yacht) and aircraft in the United States;

• Structuring closed-end Private Equity or Real Estate funds and other investment vehicles with specific purposes;

• Support for opening bank accounts for international structures in the United States, Canada and Bahamas.

Meet The Team

Matheus Rocha

Client Relationship Manager

E: matheus@egfinancialgroup.com

P: +1 (689) 269-8784

Paola Mesquita

U.S. Tax Manager

E: paola@egfinancialgroup.com

P: +1 (689) 269-8784

Lucy Arruda

Bilingual Assistant

E: support@egfinancialgroup.com

P: +1 (689) 269-8784

Tracey N. Williams

Corporate Services, Caribbean

E: t.williams@egfinancialgroup.com

P: +1 (332) 228-0737

Marco Ricci

Offshore Banking Specialist

E: miami@egfinancialgroup.com

P: +1 (689) 269-8784

Where we are

333 SE 2nd Ave

Suite #2000

Miami, FL 33131

+1 (689) 269-8784 (Phone & WhatsApp)

Monday through Friday,

from 09am to 05pm - EST

istockphoto-458935933-612x612.jpg
UMA LLC NOS ESTADOS UNIDOS PROTEGE O MEU PATRIMÔNIO (3).png

​Main Office:

5728 Major Blvd, Suite 530

Orlando, Florida 32819

United States

Phone Florida & WhatsApp: +1 (689) 269-8784

Phone New York: +1 (332) 228-0737

Phone Brazil: +55 (11) 3230-2101

FAX: +1 (407) 536-4393

Email: info@egfinancialgroup.com

Monday through Friday,

from 09am to 05pm - EST

Subscribe to Our Newsletter

Follow Us On:

  • Instagram
  • LinkedIn

© 2025 by

E&G Financial Group LLC

bottom of page