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Команда

IceBridge Financial Management работает как независимый внешний советник для семей, собственников бизнеса и семейных офисов.

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Мы не строим работу вокруг одного продукта или одной транзакции. Наша роль — независимый взгляд, координация советников и оценка структуры решений до того, как обязательства становятся труднообратимыми.

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Disclaimer:

 

Юридическая информация ниже приводится на английском языке. Английская версия является основной и имеет приоритет в случае расхождений.

 

IceBridge Financial Management (IFM) provides independent, flat-fee family office advisory services. IFM is not a registered broker-dealer, investment adviser, or insurance provider. All services are advisory-only and provided on a project or retainer basis, and are never tied to assets under management, transactions, or product placement.

Any investment management, fiduciary, or execution services are provided exclusively through IceBridge Financial Group, LLC (IFG), a registered fiduciary, or through other appropriately licensed third-party partners, if and when engaged by the client. IFM is not affiliated with The Leaders Group, Inc., or any other financial institution unless explicitly disclosed.

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The content on this site is provided for general informational purposes only and is derived from sources believed to be reliable. It does not constitute legal, tax, investment, or other professional advice. Clients should consult their own legal, tax, or financial advisors regarding their specific circumstances.

Nothing on this site constitutes an offer, solicitation, or recommendation to buy or sell securities, insurance, or other financial products. Any such products or services are governed solely by their respective agreements and offering documents.

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Notice for Non-U.S. Visitors
This site is intended for U.S. residents. Visitors outside the United States should not rely on this information, as local laws and regulations may differ. Nothing on this site constitutes an offer, solicitation, or recommendation to provide advisory, investment, insurance, or other financial services in any jurisdiction where IFM or its affiliates are not authorized to do so. IFM reserves the right to require proof of U.S. residency prior to providing advisory materials.

Experience matters

Address

433 Plaza Real, suite 275

Boca Raton, FL 33487, USA

By appointment only

+1(561) 778-5060

Info@ifg.one

© 2025 by IceBridge Insurance. All rights reserved

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