For over 20 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs and high net worth families building trusted relationships, and delivering a high level of service. Ida takes a very proactive approach when working with clients to ensure that client portfolios are properly positioned and in line with client’s views, goals and objectives as life events lead to change. Using her knowledge and experience, combined with a team of in house specialists including tax, estate, insurance and retirement planners, Ida is able to help chart your path towards financial security. Ida’s beliefs include the importance of capital preservation, alternative strategies, and alph