Lifestyle office

Our commitment to excellence goes beyond financial, investment and law services, as we offer an exclusive array of Lifestyle Services designed to enrich the lives of our clients.

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At iWealth, we understand that the aspirations of high net worth individuals extend far beyond financial portfolios. Our Lifestyle Services are thoroughly crafted to enhance the quality of life, providing a seamless integration of prosperity and well-being. Our clients have exclusive access to a world of tailored experiences, curated to their preferences.

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Our Lifestyle Services encompass a wide spectrum, including:

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• Travel planning

• Concierge services

• Property management

• Global relocations

• Charity

• Coordinating family staff

• Assisting in family governance

• Family security

• Wine and art collections

• Car related services

• Family Accounting, Bill payment services

• Mail, Document Management & Recordkeeping Secretary services

• Education for children/adults/family

• Before Death Checklist

• Insurance

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Our Lifestyle Services are an integral part of the iWealth experience. With a deep commitment to discretion, personalization, and excellence, we empower our clients to embrace a life of limitless opportunities, profound well-being, and lasting legacies.

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iWealth is more than a multi-family office - it's a gateway to a life of privilege, purpose, and prosperity.