Category Archives: Estate Planning

Advisor Keith McBride Presents at the AWFS Convention

Keith McBride has been an integral part of IFC since 2009. In 2011, Keith relocated to Los Angeles to break new ground for the company. Since then, he has become a Senior Advisor and Trainer, and an FFI-certified Family Office Advisor working with the premier next-generation multi-family office, Living Well Family Office. With a heart

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An Invitation: Succession Planning Fundamentals with Kristofer Gray

As an entrepreneur, business owner, and father of four, our founder and CEO Kristofer Gray is truly passionate about helping families, and family businesses, to thrive. Building a successful business often takes years of dedication, hard work, and discipline. What happens when you’re ready to move on? How do you ensure your legacy continues when

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