A Passion To Serve
Founded in 1975, IWC Family Offices is a fee-only family office that helps families manage the unique challenges of wealth. We specialize in complex domestic and international wealth planning and estate design, as well as business exit planning. Our service offerings are best aligned with high net worth families who have asset protection, privacy, tax, and estate planning challenges.
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.
Trust administration services are performed exclusively by IWC Trust (U.S.) and
Integrated Trust, GmbH (Switzerland). But, unlike traditional wealth management firms, such as banks and brokerage firms, our firm and our sister organizations receive no commissions for the services we provide to our families.