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About Us

 

Your family’s success has led to complexity.  This complexity extends to every facet of your life.  How does a family manage assets to provide consistent income to successive generations?  How do you protect family assets in a litigious world?  Is it possible to minimize and coordinate domestic and international taxes?  Is there a way to provide for effective flow and control of one’s estate?  How does one plan for the sale or transfer of the family’s business interests?  How does a family make living and care decisions for its members with special needs?

Consider having the freedom to simply live your life.  Imagine a world in which your family’s time and energy is freed from the responsibilities of administering and managing its wealth.  Integrated Wealth Counsel helps families do just that.

Established in 1975, Integrated Wealth Counsel is a fee-only family office and wealth management firm that helps families shoulder the burdens of wealth.  Unlike traditional wealth management firms, such as banks, brokerage firms, and trust companies, our firm and our affiliates receive no commissions for the services we provide to our families.  We specialize in complex domestic and international wealth planning and estate design, as well as business exit planning.  We believe we best serve clients who have a net worth of $5 million or greater.

With offices in Carmel and Walnut Creek, we serve families in the San Francisco, Monterey Bay, and Central Valley regions and those living abroad.  We currently serve or have served clients residing in or having assets across the United States, as well as in Canada, Mexico, Asia, Europe, Latin America, and the Middle East.

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Search our KnowledgeBase for helpful information on business exit planning, estate planning, expatriate and international issues, retirement, tax issues, risk management, and other topics affecting your wealth.

 

 

 

 

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