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IPG provides a comprehensive range of family office services, which include:
| Features & Benefits | |
| FAMILY OFFICE SERVICES | Fact Sheet |
| Brochure |
A Family Office provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG
- providing general administrative and logistical support to families
- consolidating investment, financial and business reports
- accounting, payroll and treasury services
- filing financial and statutory returns and preparation of annual financial statements
- succession and estate planning advice
- trust, foundation and company administration
- comprehensive Private Trust Company services
- utilising IPG's premier software solution for business administration
- acting as independent directors and protectors
- coordination and collation of tax and legal advice
- preparation of family office board reports and minutes
- drafting and preparation of family mission statements and governance regulations
- document and data management, including safe keeping of family records and documents
- advanced and bespoke family office reporting capabilities
- consolidated family insurance and travel administration services
- executorship services for Bahamian wills and testaments