IVERNIA CAPITAL is a multi-family office for discerning clients who prioritize transparency, objectiveness and execution. Our clients entrust us to not only provide expertise, but to work hand in hand with their tax and legal advisors to optimize their entire financial structure. We oversee this close and careful coordination of resources to deliver a superior client experience.
We are an independent boutique that works primarily through referrals, to maintain client satisfaction and service levels. Our founding principles are:
Tabula rasa — We built our firm from a blank slate, to avoid entrenched complexities and biases on how we work, and what we do to solve our client's problems.
Shoshin — We approach our work with a beginner's mind, one that is always listening, exploring new possibilities and seeking improvements to better serve our clients.