Our Services
Services Overview: We offer comprehensive wealth management services for every chapter of your financial journey.
Private Wealth
Unifying your family’s strategy around key financial and non-financial metrics
- Family Office Interface and Coordination
- Estate Plan Consultations
- Legacy planning and succession preparedness
- Family Governance
- Philanthropic Giving
- Life Insurance Solutions
- Trust Services
- Professional and Lifestyle Resources
- Connecting our clients to professionals for their financial and non-financial needs
For
example: See our Resources page
Business & Executive Planning
Strategies to help attract, maintain and grow and exit your business
- Tax-efficient wealth transfer strategies
- Business succession planning
- Emotional Preparedness
- Corporate Retirement Plan Setup or Transition and Implementation
- Employer cash flow analysis and tax minimization strategies
- Transitioning to partners or third party
- Strategies for Executives
- Stock Plan Analysis
- Tax minimization strategies
- Retirement plan review and analysis
Financial & Estate Planning
Helping you pursue a better financial life
- Legacy planning
- Insurance Needs Analysis and Audit
- Liquidity Assessment
- Income Distribution Management
- Income and Estate Tax Strategy Review and Implementation
- Budgeting
- Life coaching
- Saving for College
- Retirement Planning
- Divorce Planning (pre and post)
Delaware Statutory Trust
Why To Consider DST's as a Potential Real Estate Tax Deferral Solution
- Professionally Managed
- Access to High-Quality Real Estate
- Closing with Confidence
- Diversification
- Relief From Underperforming Real Estate
- Create a Tax-Deferred Real Estate Strategy
- Estate Planning Flexibility
Family Office Services
An alternative to Private Family Offices for clients with more than $10mm Invested with IronOak
An alternative to Private Family Offices for clients with more than $10mm Invested with IronOak
- Wealth Management Team Coordination
- Fractional CFO Resources
- Billpay and Expense Bookkeeping
- Estate Plan Management and Monitoring
- Cyber Security Resources
- Personal and Family Lifestyle Support. Concierge services ranging from dog walking to family vacation planning.
- Charitable Planning and Coordination
Investment Management
Innovative Investment Solutions
- Tax-efficient strategies
- Real estate as an Investment
- Active investment solutions
- Diversified holdings to reduce expected risk
- Managed and direct investment solutions
- Direct investment yield opportunities
- ESG/Social Impact Investing
Company Retirement Plans
Corporate retirement plans designed to meet the needs of both employees' and employer
- 401(k), 403(b), 401(a) Plans
- Comprehensive Plan Benchmark
- Transition Support
- Investment Committee and Oversight
- Enrollment and Education Support
- Comprehensive 3(38) and 3(21) Services
