IFAM Capital is an independent, state-of-the-art financial advisory firm. IFAM’s partners have more than 100 years of collective experience, with their practice focusing on family offices, institutions, individuals and retirement plans. IFAM is unique in that it has a multi-generational ownership structure, allowing its clients to have consistent advice within the different generations of their own families. IFAM is a partner of Focus Financial, the world’s largest leading partnership of independent wealth advisors, which has approximately $80 billion in total client assets and 31 partner firms. This partnership provides access to what the firm believes are the best research and tools available. Additionally, IFAM’s founding principals have both developed and managed their own family offices and draw on this experience to serve their clients.
Written Stories
View AllGrowing To Serve You Better
The direct byproduct of this growth is our unwavering commitment to the fiduciary promise for our clients, empowering us to build an enduring firm that will serve future generations.
By Jared Chase
March 4, 2024Do You Want to Pay Less Tax?
There are generally three places you can give your money—family, charity, or the IRS. The goal of tax planning should be to make sure you give most of it to the first two.
By Erik R. Flegal
February 29, 2024The Path to Lasting Impact: Strategies for Purposeful Giving
In addition to being entrusted with your most valuable assets, financial advisors are equipped to deploy resources to support philanthropic priorities by recognizing tax-efficient giving strategies, exploring charitable giving vehicles, and identifying opportunities for maximum impact.
By Callie Kaminskas
January 8, 2024Investment Strategies for a Low-Growth EconomyÂ
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
By Vince A. DiLeva
December 22, 2023Newsletter Subscriptions
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