Empower Generations, Elevate Impact

 

"It’s about making the world better, not just for our family, 

but for everyone.
Legacy starts with how we live today."

 

Transitioning Family Wealth

Communication and education are vital to successfully transitioning and sustaining family wealth. In addition to developing a plan that considers both giving while living and through your estate, we can facilitate sensitive family discussions, and help prepare your children for their inheritance.

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Strategic Charitable Giving

Maximize your giving while minimizing complexity. A partnership between IG Wealth Management and the Strategic Charitable Giving Foundation—the IG Wealth Management Charitable Giving Program is a donor-advised charitable giving program that facilitates philanthropy without the administrative responsibilities, time commitment or the expensive setup and continuing costs of a private foundation.

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Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients' capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us—now and for future generations.

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My Par Gift 

A first-of-its-kind, this single premium payment participating life insurance is designed for charitable giving and allows donors to make a bigger impact with the charitable donation they make during their lifetime.  Play this video to learn more!