About Us
Bringing Mission and Values to Life by Supporting Clients Financial Objectives
Our Mission and guiding Investment Policy is to provide personalized attention to our client’s needs and vision. We do this by providing our qualified investment banking clients with many of the same resources and services as the world’s major institutional investors.
We treat our families and individuals’ assets as if they were our own.
We provide seamless continuity for the family enterprise sustaining multigenerational success.
We succeed in accomplishing both by dedicated advisors, at a reasonable cost, as we curate all services.
IT Family Office is a place where economic interest engages the Family to inspire-a very eventful and exciting new narrative of holistic purposeful mission. In this new paradigm we help make multigenerational wealth an ethos of legacy by thoroughly defining the purpose of a family’s mission. We as well develop a comprehensive plan derived from a client’s overall assets immediate needs and long-term goals. Like all great wealth managers, we are designated specialists who monitor, review, and modify and adjust the portfolio managers as we see needed.
Private Wealth Management
Client Account Management
IT Family Office strengths is in our relationships. We have partnered with a broad range of sophisticated wealth managers. These include many of the world’s leading institutions and financial intermediaries (examples such as BNY | Mellon, Pershing, Goldman Sachs, Lazard Freres and Company just to name a few).
Monitoring Individual Accounts
IT Family Office maintains a long-term investing approach and we oversee each client account by a principal of IT Family Office. As a result, our private investing banking clients do benefit from the same resources and services as the world’s major institutional investors.
Tax Sensitivity Investing
Managing assets for both High Net Worth Individuals and Multigenerational Families to help prolong their legacies requires an individual and personalized consideration to taxes. In brief, that those assets are assured of being there to help support multiple generations. In addition, which quite ordinarily include concentrated low-cost positions. This sensitivity to taxes establishes an objective to establish or originate preferable levels of capital gains to be harvested. On the whole, we manage each account with that longer-term tax importance’s in our forethought and plans.
Multigenerational Presence of IT Family Office
IT Family Office as our name implies, “Intergenerational Trust”, is a place where we embrace the nuanced complexities of managing assets across multiple generations. Our accolades are that it is our privledge to serve some of the wealthiest individuals and families globally. We believe that wealth can be the beginning to establishing family values to life and link to a lasting family legacy that both contributes to nation and society. By understanding this we believe families can endure their legacies for future generations, one and the other both economically and societally. As a result, bring about extremely confident individual family members who have aligned their values and purposes.