As a client of IFB, you require personalized solutions to meet a variety of wealth planning objectives and goals. Our clients typically have an average minimum of $100 million in total relationship balances with IFB.
By asking about your vision, we can customize our recommendations to help you successfully build, manage, preserve, and transfer your wealth. Clients who benefit most from our tailored solutions and services often include:
Business Owners You work hard to build your business and face a unique set of considerations when managing your wealth. The interdependencies between your personal and business needs, as well as your concerns about the well-being of your employees, heighten the complexity of identifying appropriate solutions.
We can simplify and integrate your business and personal objectives, providing solutions that may include: Simplified wealth planning, including customized portfolio asset allocation strategies Valuation, sale, or transfer planning for your business Tax minimization planning Individual retirement accounts
Successful Professionals As you advance in your career, your wealth planning strategy can become complicated and time-consuming.
We can simplify your finances and recommend a comprehensive wealth planning strategy, providing solutions that may include: Simplified wealth planning, including customized portfolio asset allocation strategies Stock option, restricted stock, and concentrated position strategies Tax minimization planning Education planning Individual retirement accounts Special needs or elder care planning Brokerage services through IFB’s associate companies Life, long-term care, and disability insurance
Humanitarian Endowment We can provide the Humanitarian Organization for your project requirement needs.