By linking sophisticated planning solutions, diverse investment programs and professional fiduciary administration, International Planning Alliance, LLC offers you the tools and guidance to successfully manage your estate. Our investment teams utilize the latest technology in order to deliver a superior level of service to help you build, manage and preserve your wealth.

Some of the key Trust services and programs offered by IPA include:

Fiduciary Services

• Life Insurance Trusts
• Revocable Directed Trusts
• Revocable Managed Trusts
• Irrevocable Inter Vivos Trusts
• Testamentary Trusts
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Special Needs Trusts

Investment Management Services

• Separate Account Management
  • Independent Money Managers
  • In-House Managers
    
    
• Mutual Funds
  • Asset Allocation
  • Wrap Accounts
  • Load and No-Load Funds

Individual Retirement Account Services

• Rollover IRA Trustee
• Inherited IRA Trustee
• Rollover IRA Custodian
• Inherited IRA Custodian