Legacy is
about what
you create
and who
you inspire.
High-net-worth families deserve personalized attention and sophisticated financial advice. From family office services and charitable giving strategies to estate planning, IWP is here to help.
Your legacy is a testament to your hard work. We understand the importance of building and maintaining it.
Legacy planning requires continuous monitoring and careful coordination. Whether you have a growing family and a thriving business, or you’re already retired, we can help you answer these questions:
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Will your estate plan resolve or cause family conflicts?
What is your philanthropic vision?
What are your wishes for your children and grandchildren after you pass on?
At IWP, we’re passionate about helping high-net-worth families like yours develop and execute their mission and vision for future generations.
