IPG Family Office Ltd.

Overview

IPG Family Office Ltd. helps professional intermediaries structure clients’ affairs through bespoke, client-driven and confidential relationships, typically introduced by referral. The firm says its team brings considerable multi-jurisdictional experience in global estate and inheritance planning and that the company and team are independent of any institution.

History

The Securities Commission of The Bahamas lists IPG Family Office Limited as a company licensee under the Financial and Corporate Service Providers Act, 2020. The regulator records a license date of 16 January 2014.

Timeline

1. 2014The regulator records a license date of 16 January 2014.
2. 2020The Securities Commission of The Bahamas lists IPG Family Office Limited as a company licensee under the Financial and Corporate Service Providers Act, 2020.

Leadership

Andrew Law is Founder and Chairman of the IPG Group of companies. His areas of specialization include estate and inheritance planning, private trust companies and protector services.

Laytonia Cox is Finance Officer, overseeing bookkeeping, management accounts, accounting analysis, forecasting and budgeting across the company.

Services

IPG’s family office services include administrative and logistical support, consolidated investment and business reporting, accounting, payroll, treasury, succession and estate planning, trust planning, residency planning, governance support, records management, statutory filings and executorship services for Bahamian wills.

Company management services cover due diligence and KYC support, incorporation and administration, registered-agent services, directors and officers, nominee shareholders, accounting, annual financial statements and company migrations.

The firm provides concierge support for internationally based families, including relocation, residency permits, real estate, banking administration, household payments, insurance, vehicles, yachts, aircraft and family financial reporting.

Foundation services include establishing and maintaining Bahamian foundations, providing council members and officers, registered-office and secretary services, accounting and annual financial statements.

Trust consultancy covers jurisdiction selection, management of trusts and foundations, private trust company and underlying-company structures, and advice intended to improve efficiency and flexibility.

IPG’s listed services also include company management, protectorships, foundations, family offices, private trust companies and trust consultancy.

The Securities Commission permits IPG to provide incorporation, management or administration of international business companies; registered-agent and registered-office services; directors, officers or nominee shareholders; registered-representative services for private trust companies; executive-entity agent services; and foundation agent services.

What the firm offers

• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

IPG works with professional intermediaries, private clients, families and internationally based families. Its services address family administration, succession planning, trust and foundation structures, private trust companies, corporate administration and coordinated support for families living across borders.

Approach

IPG says it begins by researching each client’s circumstances and requirements, then tailors its services to the client’s needs. The firm presents its work as bespoke, confidential and client driven.

FAQs

Related resources

• LocationMultifamily offices in Bahamas

  This directory page helps Bahamas based families compare the local context for estate planning, trust administration, philanthropy, and family office support. It can also help a business owner or professional intermediary identify questions about cross border structures, governance, insurance, investments, and ongoing administration.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may fit into cross border asset planning. A family considering IPG Family Office Ltd. can use them to prepare questions about fiduciary arrangements, inheritance objectives, jurisdictional issues, and coordination between advisers in the Bahamas and other countries.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background and community resources for wealthy families and single family offices. Readers can use it to explore how governance, education, philanthropy, investment oversight, bill payment, and risk management are commonly organized when several generations or professional advisers are involved.

• GuideWhen does a family need its own office

  This page helps families assess when separate family office coordination may be useful as assets, entities, advisers, and household responsibilities become more complex. Its questions can frame a discussion about administration, family governance, education, succession, insurance, philanthropy, and cross border planning in a Bahamas setting.

• Similar firmsThe Windermere Group
  Fitzpatrick Family Office
  Holdun

  Profiles of The Windermere Group, Fitzpatrick Family Office, and Holdun provide additional points of comparison among firms serving wealthy families. A prospective client can review differences in stated services, geographic focus, and family office models before discussing estate planning, fiduciary work, investments, or administration with advisers.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.