We offer unique and innovative custom-made Solutions for our Customers

As a client of IFB, you require personalized solutions to meet a variety of wealth planning objectives and goals. 

Our clients typically have an average minimum of $100 million in total relationship balances with IFB.

By asking about your vision, we can customize our recommendations to help you successfully build, manage, preserve, and transfer your wealth. Clients who benefit most from our tailored solutions and services often include:

Business Owners

You work hard to build your business and face a unique set of considerations when managing your wealth. The interdependencies between your personal and business needs, as well as your concerns about the well-being of your employees, heighten the complexity of identifying appropriate solutions.


We can simplify and integrate your business and personal objectives, providing solutions that may include: Simplified wealth planning, including customized portfolio asset allocation strategies Valuation, sale, or transfer planning for your business Tax minimization planning Individual retirement accounts

Successful Professionals

As you advance in your career, your wealth planning strategy can become complicated and time-consuming.


We can simplify your finances and recommend a comprehensive wealth planning strategy, providing solutions that may include: Simplified wealth planning, including customized portfolio asset allocation strategies Stock option, restricted stock, and concentrated position strategies Tax minimization planning Education planning Individual retirement accounts Special needs or elder care planning Brokerage services through IFB’s associate companies Life, long-term care, and disability insurance


Humanitarian Endowment

We can provide the Humanitarian Organization for your project requirement needs.


Investors

With a modernised approach to investment , flexible solutions, enhanced opportunities and advanced technologies we advice investors to chose wisely.

Governments

As governments unleash huge fiscal efforts to combat the economic effects of Covid-19, one risk they face is that yields on government debt start to soar. If that happens, it would undermine the entire public policy response to the coronavirus by making government debt more expensive. We help governments to counterbalance such negative effects with our innovative financial engineering strategy. 

Banks

Bank2Bank and Bank4Bank Services

Hedge- and Pension-Funds

As you focus on risk-adjusted returns, creating new products to meet growing investor demands and meeting the obligations of the ever-changing regulatory landscape, you need a trusted hedge fund services partner to support you with the day-to-day management of your funds. Our online platforms provide you with transparency into daily deliverables via real-time dashboards and tailored reporting.

We offer a comprehensive and dedicated hedge fund and other fund services that spans the entire investment process across a full spectrum of fund strategies, domiciles and structures.

Because we're experienced, reliable, and focused on results, we've had the privilege of working with a host of fantastic clients.