Purpose Architecture

IFC's Wealth Management

Guided by the principles of Purpose Architecture,™ our services are designed to be impactful and strategic.

Financial planning, investments, banking and other vertical specialties such as estate planning, and family office services are foundational in our practice.

Purpose Architecture allows us to broaden the conversation with people and ensure that our clients' wealth is leveraged to help achieve meaningful goals and outcomes - whether that is asset growth, preservation, supporting their community, building a sustainable future, or creating generational impact through their family.

Planning

Estate Planning Strategies
Retirement Planning
Cash Flow Planning
Legacy Planning
Philanthropic Planning
Tax Efficient Strategies
Education Funding
Emergency & Disaster Preparedness
Wellness
Family Wealth & Transition Planning

Technology

Online Portal Features
Secure File Vault
Goals Mapping
Balance Sheet
Expense Tracking
Cash Flows
Performance
Purpose Reporting

Investments

Customized Managed Portfolios
Separately Managed Accounts
Goals & Values Based Portfolios
IPS Construction
Liquidity Management
Unique Access to Private Investments
Private Real Estate
Private Equity

Strategic Banking

Aggregation Technology
Budgeting
Mortgage Solutions
Real Estate Financing
Corporate Financing
Portfolio Secured Lines

Family Office

Philanthropic Collectives
Donor-Advised Fund Consulting
Access to Private Security
Next Gen
Family Governance
Family Dynamics
K1 Tracking
Consolidated Reporting
Travel & Entertainment Concierge

Risk Management

Insurance Review
Concentrated Stock Management
Hedging Strategies
Exchange Funds
10b5-1 Plans

Our Services

IFC's Wealth Management

Planning

Estate Planning Strategies​

Retirement Planning​

Cash Flow Planning ​

Legacy Planning​

Philanthropic Planning​

Tax Efficient Strategies​

Education Funding​

Emergency & Disaster Preparedness ​

Wellness​

Family Wealth & Transition Planning

Technology

Online Portal Features​

Secure File Vault​

Goals Mapping ​

Balance Sheet​

Expense Tracking​

Cash Flows​

Performance​

Purpose Reporting

Investments

Customized Managed Portfolios ​

Separately Managed Accounts​

Goals & Values Based Portfolios​

IPS Construction​

Liquidity Management ​

Unique Access to Private Investments​

Private Real Estate ​

Private Equity

Strategic Banking

Aggregation Technology​

Budgeting​

Mortgage Solutions​

Real Estate Financing​

Corporate Financing​

Portfolio Secured Lines

Family Office

Philanthropic Collectives​

Donor-Advised Fund Consulting ​

Access to Private Security​

Next Gen ​

Family Governance​

Family Dynamics​

K1 Tracking​

Consolidated Reporting​

Travel & Entertainment Concierge

Risk Management

Insurance Review​

Concentrated Stock Management​

Hedging Strategies​

Exchange Funds​

10b5-1 Plans

Estate Planning Strategies

Retirement Planning

Cash Flow Planning

Legacy Planning

Philanthropic Planning

Tax Efficient Strategies

Education Funding

Emergency & Disaster Preparedness

Wellness

Online Portal Features

Secure File Vault

Goals Mapping

Balance Sheet

Expense Tracking

Cash Flows

Performance

Customized Managed Portfolios

Separately Managed Accounts

Goals & Values Based Portfolios

IPS Construction

Liquidity Management

Unique Access to Private Investments

Private Real Estate

Aggregation Technology

Budgeting

Mortgage Solutions

Real Estate Financing

Corporate Financing

Philanthropic Collectives

Donor-Advised Fund Consulting

Access to Private Security

Next Gen

Family Governance

Family Dynamics

K1 Tracking

Consolidated Reporting

Insurance Review

Concentrated Stock Management

Hedging Strategies

Exchange Funds