Consulting

PRIVATE CONSULTING

Curated Strategies. Intergenerational Continuity. Absolute Discretion.

IFB’s Private Consulting division exists to serve the unique ambitions of exceptional individuals. We partner with private clients, family offices, and trustees to co-create tailored strategies that protect and enhance generational wealth: across borders, across industries, and across time.

Our consultants act not merely as advisors, but as discreet strategic allies: resolving complexity, structuring opportunity, and preserving discretion. Whether orchestrating a succession plan, structuring a cross-border holding, or working through regulatory arbitrage, we bring clarity and composure to sensitive decisions.

We offer:

• Family governance design and succession strategy
• Cross-border holding structures and asset ring-fencing
• Relocation, citizenship, and residence-by-investment strategies
• Art, collectible, and alternative asset structuring
• Philanthropy advisory and impact structuring
• Private banking, custody, and interbank coordination

Trust is not assumed. It is architected.

At IFB, private consulting is an intimate, iterative process rooted in absolute discretion and enduring trust. Our role is to protect what you value: and to anticipate what comes next.

Consulting Tariff Schedule and Terms of Engagement

As part of our bespoke offering, we extend to select clients a full suite of consulting services across the domains of financial structuring, cross-border transactions, capital deployment strategies, and institutional interface management. These engagements are designed to provide precise, high-level, and confidential guidance tailored to the particularities of your business objectives.

All consultancy services are invoiced on an hourly basis in accordance with the complexity and seniority of the resources engaged.

Specialist Consulting Areas Covered (Non-Exhaustive):

• Capital Markets and Structured Finance Advisory
• Financial Instrument Deployment Strategies (SBLCs, Bonds, MTNs, etc.)
• Cross-Jurisdictional Tax-Efficient Structuring
• Regulatory Guidance (EU, U.S., Middle East, and Offshore Compliance Regimes)
• Institutional Counterparty Vetting & Introduction Protocols
• Private Wealth Structuring & Asset Protection
• Legal Architecture for Private Placement Programmes
• Project Finance Modelling, Concession Structuring, and Sovereign Interface

Engagement Terms:

• A minimum engagement threshold of €1,000 applies to any consulting mandate.
• Hourly billing shall be applied in 15-minute increments, rounded upwards.
• Priority or expedited advisory services (within 24–48 hours) may incur a 20% premium.
• Consulting fees do not include implementation, audit, or transaction execution services unless explicitly agreed.
• Full confidentiality is contractually assured under institutional protocols.

We invite you to confirm your acceptance of these terms in writing, following which a dedicated consultant or partner will be assigned to your case. If preferred, we are pleased to issue a formal engagement letter and fee retainer agreement tailored to your mandate.

IFB Strategic Wealth Intelligence

The Definitive Capital Governance Environment for HNWI and Family Offices

Substantial wealth is not managed. It is governed.

As balance sheets expand across borders, asset classes and generations, traditional private banking models reveal their limitations. Periodic reporting, advisor-dependent insight and fragmented custodianship are structurally incapable of supporting complex, modern wealth. IFB addresses this gap by introducing a unified wealth intelligence environment engineered for families whose capital must endure, compound and transfer without erosion.

This offering establishes a single financial reality. All assets – liquid and illiquid, public and private, operating and passive – are consolidated into one institutional-grade framework. The client no longer reconciles multiple narratives from banks, brokers, trustees and advisors. Instead, capital is viewed holistically, continuously and coherently.

The real distinction, however, is predictive control. Major financial decisions are no longer approached through intuition or static projections. Clients can examine the downstream consequences of liquidity events, equity disposals, leverage structures, real estate acquisitions, philanthropic endowments or intergenerational transfers before any commitment is made. Each scenario is mathematically modelled, stress-tested and aligned with long-term objectives. Risk is no longer abstract. It is quantified, contextualised and managed.

Liquidity becomes a strategic instrument rather than a defensive reserve. Cash flows, obligations, capital calls and distributions are synchronised with asset allocation and future commitments. Idle capital is reduced. Forced sales are avoided. Optionality is preserved.

For families operating with multiple stakeholders, the platform introduces institutional discipline without bureaucratic drag. Governance structures, access hierarchies and shared modelling environments allow principals, trustees and advisors to operate with transparency and precision while maintaining absolute confidentiality. Family capital is treated with the same rigour as sovereign or institutional mandates.

For IFB, the implications are structural rather than cosmetic. This proposition embeds the bank at the centre of the client’s financial universe. Advisory relationships shift from episodic conversations to continuous strategic engagement. Asset consolidation accelerates, client longevity increases and competitive displacement becomes materially more difficult. IFB ceases to be one of several private banks. It becomes the financial architecture upon which the family relies.