We have gained a reputation for our unique expertise in uncovering potential exposures in wealth preservation plans, assisting clients in avoiding or minimizing any unnecessary surprises and consequences.

IWP's subspecialty, besides providing the executive function, co-ordination of advisors, CFPIT^® Wealth Preservation Infrastructure, and CFPIT^® Solutions is the funding, hedging, and their financing considerations, for powering the plans. It also employs its proprietary system and apparatus for life settlement option disclosure and discussion, leveling the playing field.

IWP prides itself on its extensive licensed content portfolio, and on finding innovative new methodologies to deal with challenging obstacles as they unfold. Novel ideas and out-of-the-box approaches are frequently implemented.

IWP is all about creating overall synergistic efficiencies and value, not just in the deliverables, but also in the process and procedures.

We have a track record of longevity with our clients, providing services for three generations simultaneously, seeing the entire family as a unit, helping clients in their personal and professional lives and in their roles as parents, grandparents, or children.

IWP focuses on putting today’s decisions in the context of their impact on the next generation, and can also coordinate children’s plans with the overall intergenerational plan by providing access to specialized experts and leveraging the family purchasing power, and, more important, ensuring that their arrangements don’t impede the success of the overall plan.

Furthermore, we help the junior generation in those situations where their parents are not willing to address wealth preservation but are willing to cooperate, provided that the children finance or subsidize the process. We also help in those situations where the junior generation is too uncomfortable to broach these subjects with their parents but need to know that they can get the same results as if the planning were done, in order to ensure a seamless asset transfer.
 
We have many years of experience working and coordinating with clients’ existing advisors in the most cordial and efficient manner, helping to integrate all the elements and tie all the information together, and in helping clients get more out of their advisors’ efforts.

IWP advises clients whether it is time to make course corrections, to scale back or even terminate any existing arrangements, and rescues them from any ill-fated vehicles or arrangements.

Finally, we believe that in addition to our vast multidisciplinary licensed content, resources and expertise, the key reason well-heeled advisors pursue us is the totality of the experience and the confident position in which we leave their clients when the plan is finalized. Clients know they don’t have to worry, they are in great shape, everything is in order, they are protected and their heirs are protected, and we can always be brought back in to update their plan.

 (* and adjusting / ameliorating / augmenting / fortifying / hedging / scaffolding / shepherding / as an alternative / and as a failsafe)