Our Philosophy

Each family’s wealth is as unique as the individuals who make up that family, and Intracoastal Family Office LLC does not use one model to manage either client assets or the other aspects of their life. For each client there is a strategic plan created specifically to accommodate their needs and desires, modifying that plan if necessary due to life changing events or circumstances. We are passionate about providing the highest level of client service. Clients have direct access to senior partners and have a dedicated client service officer available to them.

Managing wealth can be complex and oftentimes stressful. The professionals at IFO utilize their many years of experience to manage wealth by creating, implementing and overseeing a family’s success plan that incorporates both financial and life issues. In essence, we serve as the Chief Advisor for the family. We create a custom tailored plan designed to fit the needs of each individual client based on the complexity of family wealth. A carefully orchestrated plan integrating wealth, family, legacy, and philanthropy is the mark of a successful family.

The cornerstone of any successful relationship is trust. We provide full transparency and encourage clients to take an active role in the management of their wealth.

The partners at Intracoastal Family Office LLC use their expertise to provide objective financial advice, creative solutions to financial issues, results-driven investments and estate planning.