• ABOUT
  • SERVICES
  • CONTACT US

HIGH RISE SERVICE COMES DOWN TO EARTH

FINANCIAL SERVICES

THE IFO STORY

Independent Family Office (“IFO”) is a bespoke family office serving the needs of our select clients. We provide technical, unbiased and independent advice to help our clients achieve their personal goals. We work with families across the country to help manage their personal financial lives on a long-term and day-to-day basis.
Established in 2005, IFO embraced the ideals of client-centric quality services provided with the highest standards of excellence and integrity. Those same principles continue to guide the firm every day.
With more than 70 years of industry experience amongst our Leadership Team, IFO remains committed to serving our clients with the utmost integrity and focuses on service tailored to each client’s needs. IFO continues to operate out of New York’s capital city. From this centralized location we’re able to serve our clients in all major cities, with the added benefits of a lower cost of operation and a stable, well-educated workforce.

PRIVACY MATTERS TO US AS MUCH AS IT DOES TO YOU

HOW WE HELP

IFO AT A GLANCE

OUR TEAM
  • CONCENTRATED: A tight team of integrity-bound professionals.
  • EXPERIENCED: Our team leaders have an average of 20 years of industry experience amongst themselves.
  • EDUCATED & CREDENTIALED: Along with experience, IFO places a high importance on education. Some of our associates hold JD's. Some others are CPAs. IFO encourages its associates to obtain advanced degrees and professional certifications.
OUR CLIENTS
  • FAMILIES: A select group of high net worth families. Each with their own, specific needs and goals.
  • BIG BUSINESS: The families we serve require high-level planning, attention to detail, and a sense of urgency.
  • LONG-TERM: We take pride in our long-term relationships. The average tenure amongst our clients is more than a decade.
OUR VALUES
  • INDEPENDENCE: We are not beholden to outside ownership interests so we are committed to serving the best interests of our clients.
  • OPENNESS: Transparent pricing structures means no surprises. The size of your portfolio does not drive our relationship. We charge a retainer for our services. That means no by-the-clock, “nickel and dime” billing practices.
  • DIVERSITY: Our team’s various backgrounds means we’ve seen it all, and done it with excellence.
  • EXECUTION: We are a single point of contact for your personal financial planning needs. We get it done. No bureaucracy here - our clients are our focus.
OUR SERVICES
  • FINANCIAL MANAGEMENT: Together we help our clients oversee the growth, budgeting, bookkeeping, and reporting of their wealth.

  • ESTATE PLANNING: We guide our clients in transferring their wealth over generations. While we don’t practice law, we will work with your lawyers to ensure that your estate plan is practical, and tax-efficient.

  • INVESTMENT ADVISORY: At IFO we provide an asset allocation strategy that’s reviewed regularly. Any new ideas are brought directly to you. Additionally, we oversee and monitor your investment managers.

  • TRANSACTION ADVISORY AND NEGOTIATION: We will negotiate contracts on your behalf (planes, real estate, financing, etc.).

  • INCOME TAX PLANNING, PREPARATION, AND COMPLIANCE.
CONTACT US
CONTACT
(518)-452-8050
dr@ifollc.com
ADDRESS
677 Broadway, 7th Floor, Albany NY 12207
© 2022 Independent Family Office, LLC. All rights reserved. Disclosures | Privacy Policy | Form CRM
The content of this website is provided for informational purposes only and does not constitute a recommendation, advice, or an offer to sell any product or service. This information is general in nature and should not be considered investment, legal, or tax advice. Consult your investment advisor, attorney, or tax professional regarding your specific situation. This website may contain links to websites not maintained by Independent Family Office, LLC (“IFO”). IFO is not responsible for the contents of any linked site or any link contained in a linked site, nor does inclusion of a link in this website imply recommendation, approval, or endorsement of the site by IFO.

We use cookies to enable essential functionality on our website, and analyze website traffic. By clicking Accept you consent to our use of cookies. Read about how we use cookies.

Your Cookie Settings

We use cookies to enable essential functionality on our website, and analyze website traffic. Read about how we use cookies.

Cookie Categories
Essential

These cookies are strictly necessary to provide you with services available through our websites. You cannot refuse these cookies without impacting how our websites function. You can block or delete them by changing your browser settings, as described under the heading "Managing cookies" in the Privacy and Cookies Policy.

Analytics

These cookies collect information that is used in aggregate form to help us understand how our websites are being used or how effective our marketing campaigns are.