Founded in 2012, IWP Family Office is a multi-family office that offers holistic, fee-only wealth management services. The firm operates as a fiduciary, committed to providing objective and unbiased advice tailored to the complex financial lives of affluent families. Their services encompass comprehensive investment management, advanced financial planning, coordination of tax and estate strategies, and family governance support, aiming to preserve and grow generational wealth.

Founded in

United States