Jimmy Gonzalez spent 25 years inside the machine — and then did what his clients do. He walked away and built something of his own.

His career began at Merrill Lynch in 2000, followed by Morgan Stanley & AG Edwards, before joining Charles Schwab as a Vice President in 2008. Across four of Wall Street's most recognized institutions, he gained deep expertise in portfolio construction, risk management, and serving high-net-worth investors at scale.

But in 2015, he stopped advising entrepreneurs and became one.

Jimmy left wall street to found his own registered investment advisory firm, where he spent nearly a decade building a practice focused on ultra-high-net-worth families. When he exited the firm in 2025, his most valued client relationships chose to follow him. That trust became the foundation of Gables Family Office.

GFO operates within the platform of Belpointe Asset Management, an $8 billion RIA, giving clients the rare combination of private family office intimacy backed by institutional-grade infrastructure. It's a structure Jimmy designed deliberately — because he believes the wealthiest entrepreneurs deserve better than fragmented advice from advisors who've never built anything themselves.

He calls the hidden cost of that fragmentation the Unmanaged Complexity Tax — and eliminating it is GFO's reason for existing.

Jimmy isn't just a Capital Architect for other entrepreneurs. He's one himself. He is the co-founder and CFO of FIG (Florida Independent Grocers), a grocery investment group based in South Florida. He doesn't advise from the sidelines. He builds alongside his clients.

A lifelong Miamian and member of The Golden Canes Society at the University of Miami, Jimmy lives in Coral Gables with his wife Diane and their two dogs, Pepper and Ziggy.
 

Every wealth architecture needs a defensive perimeter. JC is the one who builds it.

As Senior Managing Director of GFO, JC's mandate is Structural Defense — the disciplined engineering of risk management frameworks that protect the GFO Capital Engine and every client's wealth from market volatility, liability exposure, and unforeseen life events.

JC's path to wealth management is anything but conventional. He spent 15 years as a media executive at CBS and Univision Networks, where he operated at the intersection of high-stakes strategy, P&L oversight, and executive leadership. That experience gave him something most financial professionals lack — the ability to think like an operator, not just an analyst.

He transitioned into financial services through Northwestern Mutual, one of the nation's premier risk management institutions, where he developed deep expertise in insurance architecture, risk analysis, and defensive wealth strategies.

At Gables Family Office, JC ensures that every client's wealth structure isn't just built for growth — it's engineered to survive anything. While Jimmy architects the vision, JC makes sure nothing can tear it down.

A University of Florida alumnus, JC was born in New York City but raised in Miami. He lives in Miami today with his wife Dayhana and their two children, Matthew and Mia.