Services
Services
Diamond | Platinum | Gold | Silver | |
Clients demand not only a smart-money strategy, but attention to the smallest details of their financial lives | ||||
Client Services | $ 2,500,000 | $ 1,000,000 | $ 500,000 | < $500,000 |
Private Banking Solutions including Lending and Mortgage Strategies | X | |||
Premier Trust Services | X | |||
Managing Intentionally Defective Trusts (IDGTs) and Irrevocable Trusts (ILITs) Assets | X | |||
Crafting a Philanthropic Strategy | X | |||
Anticipating the Unexpected involving your family in Investment and Estate planning decision making | X | X | ||
Be aware of Health and Family Health Histories | X | X | ||
Ensuring Children and Grandchildren have adequate Legal and Financial Protection | X | X | ||
Understand the Family Business and its Challenges | X | X | ||
Balancing Assets between Spouses to help reduce or minimize some taxes | X | X | ||
Review of Joint Tenancy assets | X | X | ||
Reviewing the Risks of Rental Property and Second Homes | X | X | ||
Private Client Events | X | X | ||
Quarterly Client Review meetings | X | X | ||
Income Tax and Income Related Monthly Adjustment Amount (IRMAA) planning | X | X | X | |
Monitor Beneficiary Designation of Retirement Accounts | X | X | X | |
Market Updates and Articles of Interest | X | X | X | |
Advisor Managed Portfolios | X | X | X | |
Semi-Annual Client Review meetings | X | |||
401(k) Advising and Review Services | X | X | ||
Education 529 Planning for Children and/or Grandchildren | X | X | ||
Life Insurance review and planning | X | X | ||
Genesis Model Portfolio Program | X | |||
Annual Client Review meetings | X |
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@ibiadvisors.com | 970-975-0280