Who We Serve
Our Clients:
Individuals & Families
IVI's Wealth Management Division provides tailored financial services, ensuring individuals and families achieve financial security and growth across generations. IVI helps families by developing personalized investment strategies, estate planning, and tax optimization. Their experience with family offices and family trusts allows them to handle the complexity of managing wealth, ensuring legacy preservation and a smooth transfer of assets.
In addition to these services, IVI supports individuals with:
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Comprehensive financial planning
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Long-term financial protection
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Asset protection strategies
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Succession planning guidance
This holistic approach ensures long-term prosperity and the ability to adapt to life’s challenges.
Business Owners &
Their Businesses
Business owners benefit from IVI’s Entrepreneur Membership Package (IVIEMP) and Consulting Services, designed to streamline operations, increase efficiency, and promote growth. For businesses, IVI provides:
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CRM systems to effectively manage clients
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Social media marketing support
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24-hour tech support
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Dedicated concierge services and business coaching
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Access to graphic designers, website management, and email integration.
Through their Consulting Services, IVI helps business owners with:
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Specialized business audits
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Sustainable financial guidance
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Strategic asset protection strategies
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Research reporting
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Long-term planning and check-ins
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Buy/Sell Support and succession planning to ensure seamless transitions during ownership changes.
Corporate Executives
Corporate executives seeking to protect and grow their personal and professional wealth can turn to IVI’s Wealth Management Division for strategic guidance in:
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Comprehensive financial planning
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Tax optimization
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Estate planning and legacy planning
Executives can also explore specialized investment opportunities through IVI’s Specialized Investment Division. This division offers tailored investment strategies across sectors such as biopharmaceuticals, real estate, industrials, and more. With global connections and sector-specific expertise, IVI enables executives to make informed, high-potential investments that align with their career growth and financial objectives.
Entrepreneurs
& Solopreneurs
IVI is dedicated to helping entrepreneurs and solopreneurs build sustainable ventures through their Entrepreneur Membership Package (IVIEMP) and Consulting Services. This offering includes:
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Social media marketing
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Website management
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Graphic design
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Calendly integration
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Email services
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Business coaching sessions and dedicated concierge services
IVI provides specialized audits for solo-run businesses, focusing on long-term strategic guidance and financial sustainability. Entrepreneurs can also access research reporting, sustainable financial guidance, and coaching tailored to their business’s unique needs.
we have industry specialists in each:
Tech
Industry
Medical Industry
Professional Athletes
Engineering
Entertainment
Government Agencies
Education
Art
Nonprofits & Foundations
IVI’s Nonprofit Consulting Services provide nonprofits and foundations with the tools to achieve sustainable impact. These services include:
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Specialized business audits to identify strengths and opportunities for improvement
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Sustainable financial guidance
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Strategic planning and long-term support
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Coaching and concierge services tailored to nonprofit needs
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Educational Programming sponsored by Nonviolence International New York’s Financial Sustainability Initiative
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Specialized giving platform
IVI’s wealth of experience in nonprofit financial management ensures that organizations receive the support they need to build strong, financially sound operations. IVI also offers research reporting to help nonprofits make informed decisions and measure their impact.