“Numbers have an important story to tell. They rely on you to give them a clear and convincing voice.”
— Stephen Few
Impact Ventures International (IVI) is a global consultancy dedicated to helping clients minimize risk and maximize impact. We partner with accountants to deliver comprehensive, tax-efficient strategies that support clients through every life stage. Our team of over 15 specialists—including financial experts, legal advisors, investment teams, and project managers—collaborates to create personalized guidance that aligns with each client’s unique financial goals.
What is Impact Ventures International?
Why Partner with IVI?
As an accountant, you’re crucial to your clients’ financial health and decision-making. By partnering with IVI, you gain access to a suite of services that enrich your clients’ financial journeys, enabling them to pursue lasting impact through legacy-building strategies.
Holistic Wealth Management
Offer clients comprehensive wealth and asset protection strategies.
Legacy-Building through Philanthropy
Support clients in creating a lasting legacy through philanthropy and structured giving.
Tax-Efficient Solutions
Expand your offerings with tax-efficient strategies that maximize impact and returns.
Our Collaborative Approach
At IVI, we value open communication and alignment with your role as a trusted advisor. Throughout our five-step process, we work alongside your team, ensuring all tax, legal, and financial implications are fully integrated. Our goal is seamless collaboration that instills confidence in clients.
Discovery
Meeting
Step 1.
Data
Gathering
Step 2.
Analyze &
Develop Plan
Step 3.
Plan
Presentation
Step 4.
Plan
Implementation
Step 5.
“The goal as a company is to have customer service that is not just the best, but legendary.” — Sam Walton
How IVI Enhances Client Success
At IVI, we’re committed to providing clients with holistic strategies that go beyond traditional financial management. Our approach empowers clients to build legacies through strategic philanthropy, backed by the Rockefeller Method, ensuring their wealth aligns with personal values and makes a meaningful impact. Through comprehensive wealth management, we adapt our strategies to meet clients’ evolving financial needs at every life stage. Additionally, our tax-efficient investment and insurance solutions are designed to grow and protect assets, balancing growth potential with financial security. For entrepreneurs, IVI’s tailored business growth packages provide essential tools for scaling, sale preparation, and tax-optimized financial structuring—allowing clients to unlock their full potential while enhancing their financial resilience.
Legacy-Building through Philanthropy
Guiding clients with the Rockefeller Method to align wealth growth with personal values.
Comprehensive Wealth Management
Tailored wealth management services that grow with clients' evolving financial needs.
Tax-Efficient Investment and Insurance
Specialized investment and insurance solutions designed to protect and grow client assets.
Entrepreneur and Business Growth Packages
Tools to help business-owner clients scale, prepare for sale, and optimize their financial structures.