Delivering vision,
insight, and access.
Our process is creative, active, and dynamic, driven by a deep, holistic understanding of your financial situation and empowered by our nimble investment infrastructure.
Once we’ve identified your objectives and time horizons, our first step is to seek to limit your downside risk. Then we seek to increase your upside potential through thoughtful use of customized alternative and advanced strategies, including many once available only to the ultra-wealthy.
Our services
Financial &
Estate Planning
An experienced team delivers advanced planning with clearly defined goals to help guide investment, tax, and legacy strategies.
Investment
Management
Proactive, outcome-based solutions designed to deliver uncorrelated returns and solve challenges beyond the scope of traditional portfolios.
Tax Consulting &
Preparation
Integrated collaboration with affiliated CPAs keeps your investment and tax planning on the same page, working toward common objectives.
Trust
Services
Our network of independent legal, philanthropic, and trust professionals will help us ensure a holistic vision of your legacy.
A differentiated approach
Wealth management is a unique discipline that we believe requires an expanded toolkit and a grasp of non-traditional investment thinking for long-term success. Our approach is:
Proactive
Respond to risk and opportunities quickly, often through efficient customized strategies.
Broader
Broaden exposure to economic trends through investments in alternative or long-term assets.
Alternative
Use specialized investments that seek to shape targeted returns, limit risk, or thoughtfully amplify the potential upside.
Uncorrelated
Explore strategies with returns and income streams that potentially are counter to or independent of the market.
Exclusive
Participate in private equity and private debt through pooled vehicles with affordable investment thresholds.
Philanthropy
Our efforts in philanthropy are a testament to our dedication as partners with endowments, private foundations, and nonprofit clients in building a better world.
Our team is available to consult on a wide range of philanthropic issues and charitable giving strategies, advise on charitable trust and donor advised fund objectives, and values-aligned investment management.
Banking & lending solutions
Our dedicated team can connect you to specialized services through IDB Bank, including critical liquidity and lending needs, international banking, and commercial banking capabilities.
Commercial
Banking
IDB Bank is committed to understanding your organization inside and out. We bring our extensive commercial banking experience to help find solutions for your needs.
International
Private Banking
With offices in New York, South Florida, Latin America and Israel, the IDB Bank team can provide services in multiple markets and currencies to clients around the globe.
Commercial
Lending
IDB Bank's robust credit and lending solutions may meet your unique needs, including gap lending to help you manage cyclical giving.
Treasury
Services
Treasury and liquidity solutions may help you leverage working capital, improve agility, and provide secure online access.