Our customized financial planning platform is unlike typical financial planning platforms. ICBM empowers you, as the primary stakeholder of your financial future, to clearly visualize the alternatives and decide the appropriate course of action that is right for you, based on refineable objectives and timing that is in your best interest. Our team of experts are highly experienced, keenly aware and sensitive to the many issues facing high net worth individuals.

IBCM’s Capital Management Planning Platform implements seamless integration of both the client’s personal financial situation aligned with his or her corporate/business profile, resulting in thoroughly assessed side-by-side parallel comparisons that enable controlled strategic decision-making from the vantage point of both the company and owner.