IRON
Independent multifamily office for business owners, entrepreneurs, and families.
For families, entrepreneurs and business owners whose financial lives have grown more complex. Investments, planning and multifamily office services coordinated through one team.
What we do For Advisors & Ensemble TeamsFlexible, long-term partnerships for advisors and firms looking for continuity, resources and a permanent home.
Start the conversation New to Multifamily OfficesStart simple: what a multifamily office actually does, and whether you need one. Our answer, in plain language, without jargon or pressure.
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Capital, before it has a shape. Concentrated, patient, waiting.
High-touch service designed around the complexities of wealth.
White-glove planning, trusts and estates, reporting and coordination. The details that turn complexity into clarity.
Institutionally informed portfolios built in-house, spanning public and private markets and tailored around each family's objectives.
Flexible partnership and acquisition solutions for independent advisors and RIAs seeking succession, growth, or a long-term strategic partner, supported by the resources and capabilities of our multifamily office.
We source and evaluate opportunities directly with a focus on access, alignment and accretive terms.
| Attribute | IRON's approach |
|---|---|
| Sourcing | Direct, in-house |
| Diligence | Our own team |
| Terms | Differentiated |
| Interests | Aligned |
| Access | By relationship |
A small number of private relationships open doors that stay closed to the broader market. Held quietly, and used carefully.
Backed by 30+ years of fixed income and public markets expertise, we build fully in-house, open-architecture portfolios with an emphasis on low costs, liquidity, and disciplined implementation. Our fiduciary approach is manager-agnostic, allowing us to select investments based solely on what we believe best serves each client’s objectives.
Flexible, long-term partnerships for advisors and firms looking for continuity, resources and a permanent home.
IRON has invested in complex transactions, special situations and opportunities rarely offered to the broader markets.
Part of the investor group that seeded and launched a private lending BDC.
Co-investor in a condo de-conversion strategy spanning roughly 700 units
Lender to a growing psychiatric care provider, financing its expansion of outpatient and telehealth services.
Equity investor in a platform acquiring mature music royalty rights, with an emphasis on international and underserved genres.
Investor in a lower middle market asset-based lending firm focused on factoring across dynamic industries.
Investor in a drilling fund operator that partners with major oil and gas companies, using the tax-efficient structures associated with intangible drilling costs.
Representative transactions are shown for illustration only. They are not a complete list of investments, are not indicative of future results, and do not constitute an offer to buy or sell any security.
Backed by established, patient capital. Independent by design. Built to endure.
Different eras. Same discipline.
Founded as an independent, fee-only fiduciary, with advice built around what clients need, not what's being sold.
IRON built a corporate retirement business serving institutions nationwide, applying that same investment discipline to billions in client assets. Its later acquisition by Creative Planning freed IRON to focus solely on the families at its center.
Fiduciary-led wealth management and disciplined portfolio construction, backed by full multifamily office services.
An introduction to IRON is a conversation with the people whose names are on the work.
Headshots and biographies to come.
Insights are coming soon.
For a conversation, reach us at [email protected].