About IceBridge

Independence = (objectivity + efficiency)* actionable advice

Independence empowers us to provide timely, objective and actionable advice to our clients throughout the relationship. We’re not influenced by proprietary products, company politics, or unnecessary bureaucratic discussions.

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IceBridge Financial was born out of frustration with a legacy wealth management industry that put firm priorities ahead of client outcomes. After decades inside the largest institutions, we saw how rigid platforms, internal sales targets, and proprietary products too often came before what truly mattered—your goals.

We knew there had to be a better way. So we built a global multifamily office grounded in fiduciary care, independent thinking, and complete transparency—where advice is personal, partnerships are transparent, and your success comes first.

With the scale of institutional capabilities and the focus of a boutique, we operate with full independence and open architecture, selecting best-in-class solutions based solely on what serves you best. From cross-border planning and private market access to estate strategy and generational education, we deliver more than strategies—we deliver intention.

At IceBridge, we give you the most precious commodity of all—your time—so you can focus on what matters most. We exist not just to manage wealth, but to help you live life on your terms, with clarity and confidence.

Fiduciary

Fee-only fiduciary advisor. With a fiduciary financial advisor, you'll know that the person managing your money must make decisions in your best interest.

Tax alpha

For us, what you keep is more important than what you make. We always consider the impact of taxes on your results.

Direct access

We provide direct access to financial experts from top asset managers, insurance companies, hedge funds, private equity, etc, across the globe. We

Technology

We use the latest technology to deliver seamless, digital client experience

White glove service

We pride ourselves on providing, high-touch, white glove services to our clients

Necessary expertise

We have over 20 years of experience and expertise serving our targeted clientele. While everyone has unique circumstances , chances are we've dealt with this before

Single point of entry

We serve as a single point of entry into the array of all financial and risk management solutions, products and services. deliver the entire suite of financing, investment, risk management, and treasury solutions to our clients.

Global perspectives

Our knowledge is not bounded by geography. We’ve been advising our clients on various financial solutions across multiple geographies across three continents, and have a solid understanding of the value and global market trends.

We Understand the Complexities

We have a proven track record in solving complex financial objectives for our upscale clientele across the globe, and significant deal making expertise and experience globally. With over $20 Bln of successfully closed transactions, our team can guide you through the most complex transactions.

Our advice will always reflect our understanding of the global marketplace and the opportunities IFG can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.