What We Provide
Beyond the Expected
IBEX helps bring together all facets of your financial picture. Through goals-based planning, private wealth management services, private alternative investments, tax strategies, risk management, trust and estate planning, philanthropic and generational planning.
Access to diverse investments through private wealth management:
IBEX helps bring together all facets of your financial picture. Through goals-based planning, private wealth management services, private alternative investments, tax strategies, risk management, trust and estate planning, philanthropic and generational planning.
Access to diverse investments through private wealth management:
- Comprehensive Financial plans
- Customized equity and bond portfolios
- Alternatives
- Private Equity
- Private Credit
- 1031 Exchanges
- Opportunity Zone Funds
- Life Insurance
- Deferred Compensation Plans
- Cash Balance Plans
- ESOP
- 401(k) Plans
- Charitable Foundations
Comprehensive Financial plans
- Cash flow Modeling
- Tax Planning
- Asset Protection Planning
- Investment Portfolio Planning
Investment Universe
- Customized Investment Portfolios
- Asset Based Lending
- Donor-Advised Funds
- Alternatives
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- Private Credit
- Private Core Real Estate
- Private Equity
- Growth Equity
- Venture Capital
- Real Estate 1031 Exchange Funds
- Opportunity Zone Funds
- Life and Disability Income Insurance
- Premium Financing
- Split Dollar Arrangements
- Buy Sell and Key Man
- Group Benefits (Health Insurance)
- 401(k)
- Deferred Compensation Plans
- Executive Compensation Plans
- ESOP
Ready to Start?
Financial Planning Service Offerings
Wealth Accumulation & Preservation
- Comprehensive Financial Planning:
- Personalized advice tailored to your specific goals, risk tolerance, and financial situation.
- Creation of a financial roadmap to achieve your goals.
- Ongoing monitoring and adjustments to your plan as your life evolves.
- Investment Planning:
- Public market equity and bond portfolios
- Actively managed custom portfolios with ongoing performance, risk, and asset allocation monitoring.
- Private placements:
- Alternatives for innovative income and enhanced returns.
- Private credit and private equity to complete your equity allocation.
- Assist in tax planning and risk mitigation.
- Income Optimization:
- Private credit for reliable income generation.
- Private core real estate for stable and potentially high returns.
Enhanced Returns
- Private Equity:
- Access to high-growth potential companies.
- Opportunity for substantial returns.
- Growth Equity:
- Invest in innovative and rapidly growing companies.
- High-risk, high-reward potential.
RISK MITIGATION
- Offsetting Estate Tax Liabilities:
- Implement strategies to minimize future estate tax burdens.
- Protecting Assets
- Life insurance to provide a financial safety net for your loved ones.
- Long-term care insurance to cover potential future expenses.
- Disability insurance to protect your income in case of an unexpected event.
- Market Protection:
- Utilize multi-strategy hedge funds and equity long/short strategies to hedge against market declines and inflation.
“Everything that exists in your life, does so because of two things: something you did or something you didn’t do.”
- Albert Einstein
Estate Planning
- Transfer of Wealth Planning:
- Develop a comprehensive plan to transfer your wealth to your beneficiaries tax-efficiently.
- Next Generation Stewardship:
- Prepare your children and future generations to manage the family’s wealth responsibly.
- Legacy Gifting:
- Establish charitable foundations and make impactful donations.
TAX PLANNING
- Tax Minimization Strategies
- Utilize Real Estate 1031 Exchange, Opportunity Zone Funds, and Exchange Funds.
- Gift assets strategically to take advantage of tax benefits.
- Maximize your contributions to qualified plans.
Additional Services
- Budgeting & Cash Flow Analysis:
- Create a customized budget to track your income and expenses.
- Identify areas for improvement and free up cash for saving and investing.
- Charitable Giving Strategies:
- Maximize your charitable impact while minimizing your tax burden.
- Education Planning:
- Develop a plan to save for your children’s education.
- Retirement Planning:
- Ensure you have enough saved to maintain your desired lifestyle in retirement.
Our platform, powered by advanced FinTech and guided by economic principles, provides forward-looking financial advice.
Utilizing the best-in-class FinTech technology enables us to provide forward-looking advice on an ongoing basis.
Disclaimer: This list is for informational purposes only and should not be considered financial advice. Please consult with a qualified financial professional to discuss your specific situation and needs.
