
The Izard Rezek Group
Welcome
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.
Guiding Principles
Our advice, recommendations and execution are guided by an overarching mandate—to address clients' goals, needs and concerns, delivering on this commitment in a diligent, professional and timely manner. We emphasize a personalized approach in which we tailor wealth management advice and services based on the financial circumstances, investment objectives and risk profile of each client.
We are systematic and disciplined, and our actions are governed by clear expectations established with clients. We engage clients on a regular basis to provide transparent reporting, to share market perspectives and to assess changes in client priorities. When warranted, we provide proactive advice in response to changes in capital market dynamics, as well as evolving life circumstances.
Portfolio Construction
We assist clients in developing, implementing and maintaining investment strategies tailored to their resources, needs and goals. Our approach is anchored in planning and a dynamic process that adapts to inevitable shifts both in capital markets and client needs. We devote considerable effort to investment planning to address each client's financial situation, with particular focus on:
- Financial position (including assets, liabilities and liquidity profile)
- Sources and duration of income
- Lifestyle requirements and retirement plans
- Risk profile (e.g., preferences with respect to capital preservation vs. appreciation)
- Legacy objectives (generational wealth transfer, charitable giving, etc.)
To help clients understand and quantify the potential consequences of their strategic investment decisions, we utilize robust quantitative tools that include modeling and simulations intended to dimension the range of outcomes a client may experience in hostile, favorable and normal capital market environments. Through recurring and proactive client engagement, our approach provides clients with the insights needed to make timely and informed decisions on matters that ultimately drive results.
Our process for onboarding new clients is robust and thorough. After a careful analysis of their financial circumstances, we make specific asset allocation recommendations, on an account-by-account basis, addressing the corresponding liquidity needs, time horizon, growth objective and risk profile of each account. We carefully review the trade-offs and potential impacts associated with these recommendations, vetting suitability while establishing clear expectations. Upon approval by the client, we construct and manage portfolios utilizing a combination of carefully vetted, third-party active managers and low-cost, passive investment strategies.
Meet Our Team
Insights

2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read Now
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read Now
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read Now
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read Now
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read Now
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read Now
2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read Now
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read Now
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read Now
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read Now
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read Now
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read Now