I.W.G.
International Wealth Group
Investment Office
Who We Are
We specialize in sophisticated investment solutions designed for wealthy families, entrepreneurs, foundations, and institutional investors. Our approach focuses on strategic asset allocation tailored to each client's unique circumstances, whether managing multi-generational wealth or institutional capital. We develop customized investment frameworks that address the complex needs of substantial portfolios.
Our Services
Family Office Services
A Multi Family Office approach to support financial aspirations across multiple generations
Advisory
The advisory team helps manage simple or complex challenges. We create tailor made solutions for specific goals and outcomes, including strategic and tactical allocations, cash flow-oriented strategies and access to various alternative investments.
Investment Management
We offer our clients our very best ideas, curated in investment portfolios that we truly believe in. To achieve this, we focus on secular trends with diversification across various market capitalizations, styles and regions. Our team includes sector specialist to create a niche in the market and generate alpha.
Our Values
01
Building and maintaining our clients trust.
02
Focus on building lifelong partnerships.
03
Go beyond expectations.
04
Acting with a sense of urgency.
05
Always upholding integrity and respect.
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Why Choose Us
25+ Years of Experience
Data-driven Investments
Certified Professional Advisors
Repeatable Investment Process
Risk Management
Constantly Adapting