The Izard Rezek Group provides comprehensive wealth management services to affluent families and institutions, as well as their respective trusts, estates, foundations and endowments. We offer customized solutions addressing investment planning, strategy and implementation, including asset allocation, portfolio construction, tax-efficiency, estate planning, charitable priorities, hedging of concentrated positions and planning for the sale of privately held businesses.
With over 75 years of combined experience, we draw upon tenured backgrounds in wealth planning, investment management and investment banking. Together with J.P. Morgan, we offer the breadth of capabilities, resources and services necessary to address the sophisticated financial planning and strategic investment needs that accompany significant wealth.
We have advised clients over three decades through periods characterized at times as “irrationally exuberant,” as well as those of profound risk aversion. During inevitable periods of uncertainty—economic crises, geopolitical events and natural disasters among others—our primary responsibility is to provide informed and sound counsel to help clients protect and grow their wealth.