Your Wealth. Your Opportunities. Our Expertise.
Personalized Insights. Better Outcomes.
Wealth is more than a number – it gives you the freedom to pursue your dreams, build your legacy and enhance your ability to give back.
No matter what priorities you have today or how they might shift over time, we are committed to helping you strengthen and secure your financial future with advice and solutions personalized to you to help you achieve better outcomes for the life you want.
Protect Tax Optimization Philanthropy Legacy
Preserve and grow your wealth
Structure your portfolio to deliver tax efficient-returns
Maximize your social and community impact
Transfer wealth with confidence and control
Unparallelled Expertise
You expect the best – and so do
we. When you choose IPC Private Wealth, you gain from the collective wisdom of investment and wealth management professionals to help you reach your goals.
We redefine what it means to have a dedicated wealth management team in your corner. Through collaboration, your advisor partners with a dedicated Portfolio Manager to uncover your priorities before designing your investment strategy. Your discretionary portfolio will then be tailored to target your precise needs using institutional-quality investments that are expertly managed by leading global money managers. Your advisor may complement your investment strategy with planning services from our extended network of wealth experts, so you have a well-rounded wealth plan with solutions to target various aspects of your financial life.
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Your goals, our mission
We take the time to listen and understand your priorities before customizing your portfolio.
True collaboration
A dedicated portfolio manager works with you and your advisor to build your portfolio – always maintaining open and transparent communications.
Discretionary portfolios
Access a higher level of active management with exclusive investment opportunities.
Experts in your corner
Your advisor may tap the expertise of other wealth professionals –lawyers, accountants, tax planners, and trust specialists – to give you comprehensive solutions.
Consultative Partnerships
We actively consult with you, your advisor and other wealth professionals to craft a personalized strategy with solutions to solve your unique or complex needs.
Through thoughtful planning and continuous review of your wealth priorities, this consultative approach allows us to coordinate and integrate solutions for your cash flow, tax, estate, or risk management needs into your overall investment strategy – building resilient portfolios to give you and your family the confidence to achieve your desired outcomes.
TAILORED DISCRETIONARY PORTFOLIOS
You Deserve More Than Off-the-shelf Solutions
Discretionary portfolios involve more than active management to respond to the latest trends and opportunities. We’ll combine tailored asset allocation and investment opportunities with optimized tax strategies to manage risk. We’ll also structure your portfolio in a way that allows you to efficiently transfer wealth just as you intend.
Expanded Investment Opportunities
• Directly held stocks & bonds
• ETFs, investment pools, alternatives
• Laddered bonds
• Separately managed accounts
• Private equity & private debt
Cashflow & Overlay Tax Management Strategies
• Cashflow planning with steady income withdrawal
• Personalized tax strategies to minimize tax consequence Active Management
• Portfolio rebalancing
• Volatility management
• Currency hedging
Elevating Your Wealth Management Experience
With expert guidance from our portfolio managers and analysts, we search for opportunities to preserve and grow your wealth without having to take unnecessary risks.
Deeper Expertise
Our portfolio management team carefully curates an elite roster of leading global money managers and continually reviews these relationships to ensure you are getting the best outcomes.
Bespoke Solutions
We give you access to exclusive investments that were once limited to institutions – providing opportunities to enhance the diversification and resilience of your portfolio.
Active Management
Our approach to active management looks beyond asset allocation re-balancing, optimizing your portfolio to manage the impact of market volatility and tax consequences.
Transparency is Paramount
We keep an open dialogue about what’s going on in your portfolio, conducting regular reviews to ensure your wealth strategy delivers successful long-term outcomes.
Pairing You with the Best in the Business
Think of us as your money manager sommelier. We’ll design and invest your discretionary portfolio with an optimized asset allocation strategy and bring you the best pairing of money management expertise. Our roster includes some of the world’s leading money managers – all independent and each carefully selected for their focused expertise in a particular geographic market or asset class. We also monitor each manager for our clients and hold them accountable to their mandate so we can help ensure you stay on track to your investment goals.
Expertise for All Aspects of Managing Your Wealth
A network can be a powerful asset. It opens doors to trusted experts with strong track records. When it comes to having a truly integrated approach to managing every aspect of your financial life, your advisor can tap into the counsel of our vetted network of experts to evaluate your precise needs, then recommend and implement solutions tailored to you. This includes providing enhanced solutions for tax and estate planning, trust services, legal, accounting and risk management. Along with your advisor, we’ll help ensure that your overall investment strategy are aligned to your intended outcomes for the long term.
KEEPING YOU INFORMED
We’re Here for You
We believe you deserve to know what’s happening with your money and see the value you get for your investment costs. That’s why open, continuous communication is a fundamental part of our service.
A year-end summary of transactions and capital gains generated in your portfolio*
Detailed reports reflecting your personalized performance
A no-nonsense breakdown of investment costs on every statement
A personal financial website with 24/7 access to your account information
Regular reviews to ensure your wealth strategy delivers successful long-term outcomes
Exclusive events and access to commentaries and interviews with leading investment specialists
Preserve Your Wealth, Protect Your Legacy
As you build your wealth, you’ll need a partner who can help you achieve all your financial goals. A holistic wealth management team, in partnership with your advisor, will give you the support, advice and expertise you need to preserve and grow your wealth so you can live your best life.
Let’s Start a Conversation.