PRIVATE CLIENT SERVICES

Providing World-Class Services for Affluent Families and Individuals

We would be happy to assist you with:

  • Cash management
  • Estate planning
  • Portfolio management
  • Generational planning
  • Tax planning

Other financial services can be provided based on your individual needs.

For more information about this service, please contact our Director of Client Services at sarah@igga.com or 801-783-1824.