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 Plan