To us, “family office” is not an add on. It’s who we are.
IWP Family Office serves as the financial home base for our families, empowering and integrating all facets of their personal financial needs. We are privately owned and our single, fixed fee structure allows us to provide objective, unbiased wealth stewardship. Our clients’ combined net worth is over $1.5 billion, allowing for unique investment opportunities and institutional-level services. But because we represent only a select number of families we can be “on the ground” to smooth out the potential day-to-day complexities of a thriving, successful and dynamic life.