SAN DIEGO--(BUSINESS WIRE)--Ibis Capital®, an independent wealth management firm for successful families seeking to achieve financial peace of mind, has launched advanced planning services to address the unique corporate and personal tax needs of high-net-worth individuals.
“Providing our clients with new capabilities specific to their individual needs is extremely important to us and is part of the reason we choose to keep our firm small and focused,” said Robert Meyer, CEO and CIO of Ibis Capital®. “The San Diego market is underserved when it comes to providing education and access to advanced planning strategies. With this service addition we are able to both deepen and broaden our core planning capabilities.”
Ibis’ advanced planning services focus on the following areas: estate planning, advanced tax planning, asset protection, personal life/disability insurance, charitable planning, risk management, business succession, dynastic/generational planning, retirement plan design, retirement income strategies, and educational planning.
The firm’s Advanced Tax Planning offering seeks to mitigate tax liabilities for highly successful families as well as companies. The Ibis approach employs a holistic analysis of tax structures, as well as corporate and estate structures, allowing the team to make strategic recommendations through a contextualized plan.
The addition of advanced planning services to Ibis’s portfolio follows Meyer’s recent achievement of the Certified Private Wealth Advisor® designation. The CPWA, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. The CPWA mark identifies individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business.
Meyer is responsible for maintaining the overall direction and strategy of the firm. He has more than two decades experience in portfolio management, is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Chartered Life Underwriter® and a Certified Private Wealth Advisor®.
About Ibis Capital®
Ibis Capital® is an independent wealth management firm that offers a holistic financial planning approach to clients with additional services including advanced estate planning, tax mitigation strategies and behavioral economics. Its business model provides expanded solution offerings and the talented team required to offer top-tier service to choice clientele. Ibis Capital® has approximately $350 million in assets under advisement and services approximately 95 clients, including high-net-worth families, middle market business owners, pension plans, endowments and foundations. For more information please visit www.ibiscapital.com or follow Ibis on Twitter and LinkedIn.
Ibis Capital® and Stratos Wealth Partners do not provide legal or tax advice or services. Please consult your legal advisor regarding your specific situation.
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.
