Ivernia Capital, LLC

Overview

Ivernia Capital describes itself as a multi-family office serving clients who value transparency, objectivity and execution. The firm provides tax minimization, estate planning, wealth transfer and investment management, coordinating with clients’ tax and legal advisers to help optimize their overall financial structure.¹

Ivernia reports that it operates as an independent boutique and works primarily through referrals to maintain client satisfaction and service levels.¹

History

Ivernia’s founding principles include “Tabula rasa,” a blank-slate approach to solving client problems, and “Shoshin,” or a beginner’s mind centered on listening, exploring possibilities and improving client service.¹

Leadership

Ronald W. Phillis is Managing Partner and co-founded Ivernia after institutional fixed-income roles at Goldman Sachs, Bank of America Securities, Fidelity Management & Research Company and Houlihan Lokey. His background includes high-yield and distressed-credit analysis, distressed-securities sales and investment banking for corporate financial restructurings. Phillis appeared in Institutional Investor’s high-yield bond analyst rankings for five years and received additional recognition for customer service. He holds an M.B.A. from New York University’s Leonard N. Stern School of Business and a B.S. in Finance from California State University, Northridge.¹

Johnny Chuchen is Managing Partner and Chief Investment Officer of Laurel Wealth Advisors. He co-founded Ivernia to provide customized, tax-efficient solutions for ultra-high-net-worth clients. Chuchen spent more than 10 years in ultra-high-net-worth groups at UBS Private Wealth Management and Lehman Brothers Private Investment Management, advising wealthy families on multigenerational goals. He holds an M.B.A. in Finance from Yale and a B.A. in Political Science from the University of California, Los Angeles.¹

Julie Montgomery-Phillis has more than 30 years of experience in investment banking, hedge-fund and asset-management businesses. She supported senior management at Goldman Sachs, Morgan Stanley and Oakhill Advisors, including 15 years in Goldman Sachs’s vice-chairman’s office.¹

Services

Ivernia provides investment management, tax minimization, estate planning and wealth transfer services. Its team coordinates with clients’ tax and legal advisers as part of an integrated approach to financial planning.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning

Client Focus

The firm focuses on ultra-high-net-worth clients and wealthy families seeking customized, tax-efficient solutions and guidance around multigenerational goals.¹

Approach

Ivernia’s stated “Tabula rasa” principle encourages the firm to approach each client’s circumstances with a blank slate. Its “Shoshin” principle emphasizes listening, exploring possibilities and continually improving client service.¹

FAQs

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Sources

1. Ivernia Capital

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.