IceBridge Financial Group is a boutique advisory firm for wealthy families, entrepreneurs, and globally mobile professionals. We offer deeply personalized planning with a multidisciplinary approach—tax, legal, investment, and risk—under one independent, fiduciary umbrella.
Our clients come to us for:
- Cross-border wealth structuring
- Business exit and liquidity planning
- Private markets and alternative investments access
- Private placement life insurance
-Legacy and estate planning strategies
- Risk management
What sets us apart? We act as your Personal CFO—helping you make smarter decisions with your wealth, and giving you back the time to focus on what matters most.
𝐖𝐞 𝐝𝐨𝐧’𝐭 𝐰𝐨𝐫𝐤 𝐟𝐨𝐫 𝐖𝐚𝐥𝐥 𝐒𝐭𝐫𝐞𝐞𝐭. 𝐖𝐞 𝐰𝐨𝐫𝐤 𝐟𝐨𝐫 𝐲𝐨𝐮.
IceBridge Financial Group, LLC (“IFG”) (CRD No. 323346) is an investment advisor registered with the State of Florida Office of Financial Regulation. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, notice filed, excluded or exempt from registration. You are encouraged to review a copy of our Form ADV Part 2A “Firm
Brochure” for more information regarding our firm and our advisory services. A copy of our current Firm Brochure is available free of charge at https://adviserinfo.sec.gov/
#ifg #icebridgefinancial
Company Details
- Employees
- 3
- Founded
- -
- Address
- 433 Plaza Real,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://+https://www.ifg.one
- Keywords
- Wealth management, Risk management, Asset protection, Estate planning, Digital asset management, US Expats, Foreign nationals in the US, Insurance planning, Multi-family office, Divorce financial planning, Athletes & Entertainers, Business owners, Financing, C-Suite benefits, Business exit strategies, Employee benefits.
- HQ
- Boca Raton, Florida
Icebridge Financial Group Questions
Icebridge Financial Group's website is http://+https://www.ifg.one
Icebridge Financial Group's LinkedIn profile is https://www.linkedin.com/company/icebridgefinancial
Icebridge Financial Group has
3 employees.
View email and phone details for 3
employees at Icebridge Financial Group.
Icebridge Financial Group's industry is
Financial Services
Icebridge Financial Group's top competitors are
Bilmonte,
Cyberbird – Fintech Group,
Prevalent Investment Fund Sicav,
Proголос,
Gem State Financial Group,
No Cap,
Elite Finance Group,
Mostransproekt,
Annieca Financial Group,
Mac's Directory.
Icebridge Financial Group's categories are Financial Services
Icebridge Financial Group's founding year is 2016
