We help growth-minded and affluent individuals and families make confident financial decisions through personalized planning and expert advice. Our collaborative team delivers tailored strategies in tax, estate, and succession planning—backed by national resources and delivered with local attention. Every decision is made better with us by your side.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
Insurance planning
Protect the lifestyle you’ve worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs.
Mortgages and cashflow planning
We help you implement personalized solutions that are designed to simplify your life and capitalize on opportunities quickly, which includes having the right mortgage available to you for when you need it. Our cash management strategies will help minimize tax obligations, while maintaining your long-term financial plan. We will analyze your cash flows, assets and liabilities, and recommend credit and savings solutions tailored to your financial plan.
Estate and legacy planning
We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.
Charitable giving
Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way.
Business succession planning
You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.
IG Private Company Advisory
As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company’s specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart.
