Our Services

Your Family
Counsel & Guidance
Day-to-day Management
Asset Preservation
Growth
Accounting
Impact Assessment
Tax & Estate Planning
Wealth Transfer
Today
Tomorrow

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.

Today

Strategy, Guidance and
Day-to-day Management

Building a successful family office starts with strategic planning supported by experience and evolving with knowledge of ever changing tax, estate, compliance, and investment landscapes.  Maintaining a successful family office requires 24/7 focus on organization, task management, and attention to details.

  • Strategies for current needs, wealth creation and asset transfers
  • Investment plans that integrate into the broader family office mandate
  • Insurance, legal and tax reviews
  • Appropriate, simplified account structures
  • Organized, secure document storage
  • Comprehensive bill pay and cashiering
  • Paperwork reviews and execution
  • Day to day administrative needs
  • Coordination with tax, estate, insurance and other advisors
  • Access to concierge lifestyle services for travel and entertainment
Your Family
Counsel & Guidance
Day-to-day Management
Asset Preservation
Growth
Accounting
Impact Assessment
Tax & Estate Planning
Wealth Transfer
Today
Tomorrow

Accounting and
Impact Assessment

There are many moving parts inside of a family’s portfolio, each of which can impact choices.  What’s your true net worth?  How much do you spend each year?  What impact are taxes having on your income and future appreciation?   How is your rental property performing?  What capital calls do you have remaining for private equity investments?  Accurately tracking assets, liabilities, income, and expenses is the foundation of a well run family office.

  • Comprehensive net worth reporting
  • Monthly income and expense tracking
  • Budget and cash flow planning
  • Bill pay and cashiering
  • Real estate and small business accounting
  • Private equity investment tracking
  • Payroll and compliance
Your Family
Counsel & Guidance
Day-to-day Management
Asset Preservation
Growth
Accounting
Impact Assessment
Tax & Estate Planning
Wealth Transfer
Today
Tomorrow

Tomorrow

Your Family
Counsel & Guidance
Day-to-day Management
Asset Preservation
Growth
Accounting
Impact Assessment
Tax & Estate Planning
Wealth Transfer
Today
Tomorrow

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 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
Your Family
Counsel & Guidance
Day-to-day Management
Asset Preservation
Growth
Accounting
Impact Assessment
Tax & Estate Planning
Wealth Transfer
Today
Tomorrow

Tax, Estate Planning
and Wealth Transfer

“Everything comes back to taxes.”  That is a saying we often repeat around our offices.  While investing your assets is important, proper tax and estate planning will likely have the most meaningful impact on generational wealth.  We engage proactively with clients and well respected tax and legal advisors to create tax efficient solutions for today, well thought out estate plans for inevitable transitions in the future, and wealth transfer strategies to preserve our clients’ financial success for future generations and charitable aspirations.

  • Continuous tax planning for current income and investments
  • Estate plan structuring, maintenance, and annual reviews
  • Asset transfer strategies to minimize the impact of estate taxes on future generations
  • Life insurance analysis
  • Charitable planning, including foundation set-up and management
  • Education funding strategies
  • Broader family planning, including long-term care and elder-care