For family offices
Wealth managed as one, across generations.
For family offices, IceCap delivers coordinated, multi-generational portfolio management that keeps wealth aligned across the whole family, with the same independence, global macro discipline and complete transparency as every other portfolio we manage.
How we work with families
A single strategy for a complex balance sheet.
Family wealth is rarely simple. We bring its many parts together into one disciplined approach: transparent, objective, and built to last beyond any single generation.
One coordinated view
We bring every account, entity and generation into a single, coordinated strategy, so the family's wealth is managed as one portfolio rather than a collection of disconnected mandates.
Complete transparency
Every position, decision and fee is visible. There are no off-the-shelf products and no hidden distributor costs: only an objective, global macro process you can see straight through.
Aligned across generations
An Investment Policy Statement captures the family's return and risk objectives, liquidity needs and time horizons, keeping decisions aligned as priorities evolve from one generation to the next.
What we provide
Coordinated management, end to end.
Multi-generational management
Portfolios structured to serve current income needs while preserving and growing capital for the generations that follow.
Entity & account coordination
Trusts, holding companies, registered and taxable accounts managed together, with allocation considered across the whole family balance sheet.
Governance & reporting
Clear, consolidated reporting and regular reviews that give the family and its advisors a shared, current picture of the portfolio.
Global macro allocation
The same top-down process that drives every IceCap portfolio: allocation across stocks, bonds, gold, commodities, currencies and real estate.
Every family office mandate is shaped around the family it serves. The structures above are a starting point. Tell us how your family is organized, and we will design the engagement to fit.
Bring the family’s wealth
into focus.
Let’s talk about how a coordinated, transparent strategy could serve your family across generations.