Ibis Capital® Adds Advanced Planning Strategies to Portfolio of Services

Ibis Capital® Adds Advanced Planning Strategies to Portfolio of Services

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.”

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