At the heart of what we do is creating your IG Living Plan™, where we seamlessly integrate your values and goals into a synchronized financial plan that looks at the big picture and responds to your life. It’s a comprehensive plan that integrates tax-efficient strategies and bespoke investment solutions with six key dimensions of your financial life. As your life moves through different phases, family circumstances and market changes, our comprehensive, team-based approach to financial planning proactively responds to your needs.

Vulnerabilities are often magnified during periods of uncertainty. A well-defined financial planning process provides the financial guidance and support you need, in all circumstances.

In addition to a vast network of financial planning specialists, our investment leadership team has the oversight and global expertise to partner with the world’s very best to unlock exclusive global investment solutions for our clients. Each partner is selected and monitored through a rigorous, proactive process, providing personalized investment solutions with a dynamic approach.