Our Expertise
Unparallelled Capabilities and Experience
International Planning Group's global platform provides our clients access to the world’s leading planning, product and service capabilities delivered through a team of highly experienced professionals. Clients trust and use us because of our in-depth product, tax and legal knowledge of more than 70 markets. Our team consists of industry leading wealth transfer planning specialists with backgrounds in banking, law, tax, insurance and fiduciary services.
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In recognition of our expertise, private banks, brokers, family offices, independent financial advisors, law firms and tax professionals around the globe partner with IPG to assist their high net worth clients in developing efficient wealth planning solutions.
Needs-Based Planning
Customized Solutions
Your wealth planning solutions should be as unique as your specific situation, preferences and goals.
To develop effective and innovative long-term strategies, IPG designs wealth planning solutions with the following key characteristics:
Plan assets are managed by regulated and highly rated international companies
Security
Solutions are designed to adapt as your needs and objectives change over time
Flexibility
Solutions often provide favorable tax and cost benefits
Efficiency
Plans are designed to deliver liquidity precisely when needed
Liquidity
Solutions are clear, understandable and supported by contractual agreements
Transparency
Our best-in-class solutions are available only to qualified high net worth clients
Exclusivity
Collaborative Process
Systematic Process Results in Plan with Long-Term Benefits
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Strategy Development
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Cost/Benefit Analysis
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Solution Vetting
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Recommendation
Our planning process is comprehensive in order to ensure all solutions are suitable to your needs. Our professional and experienced representatives guide you, your advisers, and family members, where appropriate, through the planning process. This ensures all parties understand the purpose of the planning and how the solution meets the identified objectives.
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Our role doesn't end once the solution is implemented. IPG's plan monitoring and client service programs ensure appropriate modifications are made to adapt to your circumstances over time.
Solution Development
Need Assessment & Objective Identification
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Needs & Objectives
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Situational Analysis
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Prioritization of Goals
Plan Implementation
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Plan Logistics
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Pricing Negotiations on client's behalf
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Document Completion
Discovery & Fact Finding
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Family Structure
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Citizenship & Residency
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Assets & Liabilities
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Existing Plans & Structures
Monitoring & Service
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Plan Performance Review
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Objective Modifications (as necessary due to life changes)
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Plan Amendments (as needed)