What We Do

Core Services

At Irimia Partners, we recognize that significant wealth brings complexity—in its preservation, its deployment, and its transition. Combining decades of experience, we have refined our approach to address these intricate challenges, providing families with the comprehensive framework necessary for enduring prosperity.

Wealth Governance

  • Strategic asset allocation and portfolio management

  • Risk assessment and mitigation frameworks

  • Consolidated reporting and performance analytics

  • Tax efficiency and compliance oversight

  • Intergenerational wealth transfer planning

Legacy Building

True legacy transcends financial success. It manifests in the meaningful contributions families make to their communities and the lasting positive change they effect across generations. Our approach combines careful analysis with deep appreciation for each family’s values and aspirations, creating platforms for meaningful social impact that align with their broader wealth stewardship objectives, from philanthropic strategy and foundation management to charitable giving and impact investment opportunities.

Family Enterprise Solutions

  • Family council development and governance

  • Next generation education and mentorship

  • Family constitution and protocol establishment

  • Succession planning and leadership transition

  • Family meeting facilitation and communication