Ibis Capital® Adds Advanced Planning Strategies to Portfolio of Services

  • Expands services to include strategies to mitigate corporate and
    personal taxes
  • Firm recently announced CEO Robert Meyer’s achievement of the Certified
    Private Wealth Advisor®
    designation

SAN DIEGO–(BUSINESS WIRE)–Ibis
Capital®
, an independent wealth management firm for successful
families seeking to achieve financial peace of mind, has launched advanced
planning services
to address the unique corporate and personal tax
needs of high-net-worth individuals.

“Providing our clients with new capabilities specific to their
individual needs is extremely important to us and is part of the reason
we choose to keep our firm small and focused,” said Robert
Meyer, CEO and CIO of Ibis Capital®
. “The San Diego market is
underserved when it comes to providing education and access to advanced
planning strategies. With this service addition we are able to both
deepen and broaden our core planning capabilities.”

Ibis’ advanced planning services focus on the following areas: estate
planning, advanced tax planning, asset protection, personal
life/disability insurance, charitable planning, risk management,
business succession, dynastic/generational planning, retirement plan
design, retirement income strategies, and educational planning.

The firm’s Advanced Tax Planning offering seeks to mitigate tax
liabilities for highly successful families as well as companies. The
Ibis approach employs a holistic analysis of tax structures, as well as
corporate and estate structures, allowing the team to make strategic
recommendations through a contextualized plan.

The addition of advanced planning services to Ibis’s portfolio follows
Meyer’s recent achievement of the Certified
Private Wealth Advisor®
designation. The CPWA, delivered by
Investment Management Consultants Association (IMCA), is the only
advanced designation for financial advisors and consultants who work
with high-net-worth clients on the life cycle of wealth. The CPWA mark
identifies individuals who have met the experience requirements, have
successfully completed coursework in advanced
wealth management strategies
and applied concepts at The University
of Chicago Booth School of Business
.

Meyer is responsible for maintaining the overall direction and strategy
of the firm. He has more than two decades experience in portfolio
management, is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Chartered
Life Underwriter® and a Certified Private Wealth Advisor®.

About Ibis Capital®

Ibis
Capital®
is an independent wealth management firm that offers a
holistic financial planning approach to clients with additional services
including advanced estate planning, tax mitigation strategies and
behavioral economics. Its business model provides expanded solution
offerings and the talented team required to offer top-tier service to
choice clientele. Ibis Capital® has approximately $350 million in assets
under advisement and services approximately 95 clients, including
high-net-worth families, middle market business owners, pension plans,
endowments and foundations. For more information please visit www.ibiscapital.com or
follow Ibis on Twitter
and LinkedIn.

Ibis
Capital®
and Stratos Wealth Partners do not provide legal or tax
advice or services. Please consult your legal advisor regarding your
specific situation.

Investment advice offered through Stratos Wealth Partners, Ltd., a
registered investment advisor.

Contacts

KCD PR
Amanda Harris, 619-780-2845
aharris@kcdpr.com