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.