The Molieri Group

What The Molieri Group does

The Molieri Group is a boutique tax practice founded in 2023 by Alex Molieri and based in Coral Gables, Florida, specializing in international tax consulting, estate and trust planning, and complex financial planning for high-net-worth individuals and their business interests. The firm operates as a professional services outfit, generating revenue through engagement fees on a project or retainer basis typical of specialist tax advisors, with no proprietary technology stack or AI capabilities documented in the available data. Its go-to-market relies on direct client engagement within the Miami market, supplemented by professional referral networks and industry relationships consistent with a boutique advisory model.

In May 2026, The Molieri Group was acquired by Nichols Cauley, a Southeast-focused financial services firm backed by private equity sponsor Madison Dearborn Partners, which itself completed a transformational merger in January 2026. The transaction, advised by Koltin Consulting Group, integrates Molieri's specialized international tax and HNW planning capabilities into Nichols Cauley's coordinated platform spanning audit, tax, insurance, managed finance CFO advisory, SALT consulting, ERP solutions, and M&A advisory. As a result, The Molieri Group now functions as an acquired brand within a multi-state platform serving small and midsized business owners across the Southeast, extending the firm's effective reach beyond its standalone Miami footprint.

Name

The Molieri Group

Website

https://molierigroupcpa.com

Company type

Private

Founded year

2023

Operating status

Acquired

Headcount range

11–50 employees

Short description

The Molieri Group is a Coral Gables-based boutique tax practice specializing in international tax, estate, and trust planning for high-net-worth individuals and their business interests, acquired by Nichols Cauley in May 2026.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Other Accounting Services (541219), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Planning & Compliance for Family Offices (FSAAADAE), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• International tax consulting
• Estate planning services
• Trust administration
• High net worth advisory
• Tax advisory services

Headquarters

HQ city

Coral Gables

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Tax and Financial Advisory Services: The Molieri Group generated revenue through professional services fees for specialized tax consulting, estate and trust planning, and complex financial planning for high-net-worth individuals and their businesses. Revenue is derived from client engagements, likely on a project or retainer basis typical of boutique tax advisory firms.

Go-to-market motion1 record

Distribution channels1 record

Core offering

The Molieri Group is a Miami-based tax boutique specializing in international tax consulting, estate and trust planning, and complex financial planning services for high-net-worth individuals and their businesses. The firm provides cross-border tax advisory, wealth preservation and trust structuring, and integrated planning that addresses sophisticated international, estate, and business-owner tax situations.

Product overview

The Molieri Group is a specialized tax boutique that operates as an acquired brand within Nichols Cauley's financial services platform. The core offering consists of international tax consulting, estate and trust planning, and complex financial planning services for high-net-worth individuals and their businesses. Following its acquisition by Nichols Cauley, The Molieri Group's specialized expertise in international tax and wealth planning was integrated into Nichols Cauley's coordinated suite of services that already includes accounting, insurance brokerage, and transaction advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• International Tax Consulting Specialized advisory services for cross-border tax matters, including international tax planning and compliance for businesses and individuals with global operations.
• Estate and Trust Planning Strategic planning services for wealth preservation, trust structures, and estate administration for high-net-worth clients.
• High-Net-Worth Individual Planning Comprehensive financial planning services tailored to the complex needs of wealthy individuals and their business interests.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Koltin Consulting GroupminorImplementation/ SI/ Consulting Partner · 1 May 2026Koltin Consulting Group served as the advisor on the transaction for the acquisition of The Molieri Group by Nichols Cauley. The advisory engagement facilitated the deal structure and negotiation process.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• BPM: BPM is a Top-50 accounting and advisory firm with a notable HNW and family wealth practice, comparable in service mix and target clientele to The Molieri Group.
• Withum: Withum is a national accounting and advisory firm with a strong HNW, family office, and private client services practice, directly competing for similar clients and similar tax/estate advisory work.
• Sikich: Sikich is a national professional services firm offering tax, advisory, and wealth services to closely-held businesses and HNW individuals, with similar boutique-style service delivery.
• Citrin Cooperman: Citrin Cooperman is a Top-30 accounting and advisory firm with a meaningful HNW and family office tax practice, closely mirroring Molieri's positioning in serving high-net-worth individuals and their businesses.
• Andersen: Andersen is a large independent tax and advisory firm with deep international tax and HNW planning capabilities, directly competing with The Molieri Group's specialist offerings to similar client segments.

Broad incumbents

• Plante Moran: Plante Moran is a large US accounting and advisory firm serving closely-held businesses and HNW clients with tax and wealth advisory services, comparable in client type though larger and broader.
• BDO USA: BDO USA is a Top-5 global accounting network with substantial private client services and international tax practices, representing a scaled competitor across multiple of Molieri's service lines.
• RSM US: RSM US is a leading middle-market accounting and advisory firm with significant HNW and family wealth tax practices, offering broader geographic and service scale than The Molieri Group.
• Crowe LLP: Crowe is a Top-10 US accounting and advisory firm with established private client and tax services practices, representing a scaled incumbent competitor in similar end markets.

Regional players

• Eide Bailly: Eide Bailly is a Top-25 US accounting firm with strong tax and HNW advisory practices across the Midwest and Mountain West, comparable in service mix though primarily serving different geographies than Miami-based Molieri.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-molieri-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Molieri Group