Powerful enough to serve anyone. Personal enough to serve you.
The robust capabilities, customized strategies and expert resources of an international financial services firm. Keen understanding of the unique complexities private wealth clients, their families and their businesses require. That’s the power of a personal relationship with a Inter Consultant financial advisor.
Broad capabilities for significant wealth
Leveraging our extensive service and product offerings, advisors have the ability to design custom wealth strategies for your distinct objectives, from sophisticated investment management to risk mitigation and legacy planning.
Investment Management Solutions
A wide range of investment options, including private market investments
Estate and Charitable Planning
A full suite of trust services, including philanthropic and planned giving strategies
Lending and Cash Management
Private banking, liquidity solutions and a high level of service for significant purchases
Intergenerational Wealth Strategies
Strategies and support from longevity planning to family governance
Risk Mitigation and Management
Customized risk assessments, insurance solutions for unique situations and tools for preserving wealth
Inter Consultant is committed to thinking long term, which is the bedrock for our success.
the required capitalization
quarters of consecutive profitability since 1988*
in client assets*
As of 9/30/2024. Past performance is not indicative of future results.
Lending solutions are offered through Inter Consultant Bank, member FDIC, an affiliate of Inter Consultant & Associates, Inc., and Inter Consultant Financial Services, Inc. Inter Consultant & Associates, Inc., Inter Consultant Financial Services, Inc., and your Inter Consultant financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with an Inter Consultant Bank employee for your residential mortgage needs.
This information is provided for informational purposes only and is not a solicitation to buy or sell Inter Consultant stock.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Insurance products offered through Inter Consultant Insurance Group, an affiliate of Inter Consultant & Associates, Inc., and Inter Consultant Financial Services, Inc.