Family Legacy

Family Governance Audit

We provide integrated personal and financial services for your family.

Many families want the seamless delivery of a broad range of wealth management and lifestyle services, without the burden and expense of running a family office.

Our “virtual” family office delivers a fully integrated suite of wealth management services.

IWM Advisors leverages internal expertise, technology and its extensive network of external resources to provide families with services in the following areas:

  • Financial Planning
  • Investment Strategy
  • Lending
  • Wealth Transfer Planning
  • Business Succession
  • Family Continuity
  • Family Philanthropy
  • Fiduciary Services
  • Liability Management
  • Lifestyle Enhancements
  • Information Management

In all cases, we act as your advocate: sourcing the best resources, negotiating fees, monitoring performance and providing you with timely reports.

Please contact us to learn more about how IWM Advisors can simplify and improve your family life.

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