TYPICAL CLIENT PROFILE

International Planning Group’s clients are high net worth and ultra high net worth individuals typically referred to IPG through their financial, legal or tax advisors. IPG clients understand the implications of not having a wealth structuring and wealth transfer plan in place. Clients choose work with IPG because they seek the capabilities necessary to design and execute appropriate solutions using efficient methodologies to fund future liabilities; promises to pay and/or provide secure diversification strategies to manage risk in their large financial portfolios. IPG assists clients in developing solutions to efficiently meet their planning needs as well as provide peace of mind for the client and their family

To see an example of a typical client profile click here»