IM Wealth Select®

Our approach

Our mandate

For whom

Perspectives

For whom.

For whom.

Clear profiles. Tailored journeys.

Clear profiles. Tailored journeys.

Discover

We serve a defined set of wealth profiles—organized by four distinct families for clarity.

We serve a defined set of wealth profiles—organized by four distinct families for clarity.

Transmission, entrepreneurs, rupture, and relocation: each group, with its archetypes, faces unique needs and complexities.

Transmission, entrepreneurs, rupture, and relocation: each group, with its archetypes, faces unique needs and complexities.

Transmission

Transmission

Transmission

Profiles: Heir, Family Officer, Executor. For those preparing or managing wealth transfer—multi-generational, cross-border, or institutionalized.

Profiles: Heir, Family Officer, Executor. For those preparing or managing wealth transfer—multi-generational, cross-border, or institutionalized.

Entrepreneurs

Entrepreneurs

Entrepreneurs

Profiles: Founder, Serial Entrepreneur, Tech Leader. Wealth creation, exit or transition, and business succession needs.

Profiles: Founder, Serial Entrepreneur, Tech Leader. Wealth creation, exit or transition, and business succession needs.

Rupture

Rupture

Rupture

Profiles: Divorce, Life Change, Liquidator. Individuals navigating financial restructuring or significant life transitions.

Profiles: Divorce, Life Change, Liquidator. Individuals navigating financial restructuring or significant life transitions.

Relocation.

Profiles: New Resident, Relocation Family. Optimizing bank and regulatory choices for international movers.

Profiles: New Resident, Relocation Family. Optimizing bank and regulatory choices for international movers.

Profiles: New Resident, Relocation Family. Optimizing bank and regulatory choices for international movers.

Family Office.

Profiles: Family Office Builder, Pioneer in governance. Building or modernizing governance for multi-generational or cross-border wealth.

11 Archetypes. Four Families.

We have identified eleven archetypes within these four families—each with dedicated pathways and decision metrics to match their situation.

From the first-time bank client to the multi-generational family office, our method is scalable to each level of complexity or change.

Contact us for a confidential discussion to find your pathway.

Which profile fits you?

Which profile fits you?

Book a confidential call to discuss your journey.

Book a confidential call to discuss your journey.

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