Our Services

We help you with the planning, coordination and execution that simplifies a complex financial picture.

IWP Family Office serves as a financial home base for our families, empowering and integrating all facets of their personal financial needs. We are privately owned and our single, fixed fee structure allows us to provide objective, unbiased wealth stewardship. Our clients’ combined net worth is over $1.5 billion, allowing for unique investment opportunities and institutional-level services. But because we represent only a select number of families we can be “on the ground” to smooth out the potential day-to-day complexities of a thriving, successful and dynamic life.

Asset Preservation and Growth

Financial success is a hard-earned achievement. Our top priority is to preserve the wealth that each of our clients has created and build on that success using real world approaches to investing.  Our single fixed-fee model affords us the ability to invest without “handcuffs” – an approach more aligned with large single family offices and endowments.  In addition to traditional stocks and bonds, we incorporate real estate, debt and credit investments, private equity, and other unique opportunities that we are able to source.  Because of our size, we have access to top managers around the globe, though we work hard to identify strong performing smaller managers that fly under the radar screens of most of our competitors.  The end result is portfolios that reflect a much broader spectrum of investments, with a focus on risk mitigation, current cash flow, and tax efficiency.

• Customized portfolios to meet the needs of each of our families
• Traditional stocks, bonds, and cash management
• Real estate equity and debt opportunities
• Access to a wide array of established and under-the-radar specialty managers, private equity, and hedge funds
• Unique opportunities often sourced from our own clients
• Concentrated position advisory and execution
• Closely held business consulting