Insights

Client-Centric Approach IWP Family Office's focus on providing personalized, comprehensive financial management solutions for high-net-worth individuals and families presents opportunities to offer tailored wealth advisory, estate planning, and tax optimization services.

Flat Fee Model Their transparent, flat fee structure minimizes conflicts of interest, making them attractive to clients seeking unbiased financial guidance. This provides a selling point for introducing innovative financial planning tools and fiduciary-based services.

Middle-Market Focus With revenue between 50 and 100 million and a lean team of up to 50 employees, IWP targets affluent clients who may be underserved by larger institutions, opening opportunities for niche financial products or technology solutions that enhance client engagement and operational efficiency.

Technology Integration Utilizing a modern tech stack including cloud services, analytics, and online engagement tools, IWP demonstrates openness to adopting new digital solutions, creating avenues for introducing fintech innovations to streamline their client interface and data management.

Market Positioning Operating in the competitive private wealth services landscape with similar firms like Glenmede and Abbot Downing, IWP can benefit from targeted outreach emphasizing their personalized service model and conflict-free advice to differentiate from larger, less personalized competitors.

Similar companies to IWP Family Office

IWP Family Office Tech Stack

IWP Family Office uses 8 technology products and services including Cloudflare, MySQL, Microsoft 365, and more. Explore IWP Family Office's tech stack below.

Cloudflare
Content Management System
MySQL
Database
Microsoft 365
Email
Google Maps
Maps
Google Analytics
Web Analytics
GoDaddy
Web Hosting
Contact Form 7
Web Platform Extensions
Nginx
Web Servers

Media & News

IWP Family Office's Email Address Formats

IWP Family Office uses at least 2 format(s):

IWP Family Office Email Formats	Example	Percentage
First@iwpwealth.com	John@iwpwealth.com	87%
Last@iwpwealth.com	Doe@iwpwealth.com	6%
FL@iwpwealth.com	JD@iwpwealth.com	5%
FLast@iwpwealth.com	JDoe@iwpwealth.com	2%
First@iwpfo.com	John@iwpfo.com	93%
FLast@iwpfo.com	JDoe@iwpfo.com	7%

Frequently Asked Questions

Where is IWP Family Office's headquarters located?

IWP Family Office's main headquarters is located at 2719 East Third Avenue Denver, Colorado 80206 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is IWP Family Office's phone number?

You can contact IWP Family Office's main corporate office by phone at

+1-720-328-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is IWP Family Office's official website and social media links?

IWP Family Office's official website is iwpfo.com and has social profiles on LinkedIn.

What is IWP Family Office's NAICS code?

IWP Family Office's NAICS code is 52 - Finance and Insurance.

How many employees does IWP Family Office have currently?

As of February 2026, IWP Family Office has approximately 11 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Investment Officer: J. A.Partner, Client Service: C. C.Partner: C. D.. Explore IWP Family Office's employee directory with LeadIQ.

What industry does IWP Family Office belong to?

IWP Family Office operates in the Financial Services industry.

What technology does IWP Family Office use?

IWP Family Office's tech stack includes CloudflareMySQLMicrosoft 365Google MapsGoogle AnalyticsGoDaddyContact Form 7Nginx.

What is IWP Family Office's email format?

IWP Family Office's email format typically follows the pattern of First@iwpwealth.com. Find more IWP Family Office email formats with LeadIQ.

When was IWP Family Office founded?

IWP Family Office was founded in 2005.

IWP Family Office

Q: What is IWP Family Office's official website and social media links?

IWP Family Office's official website is iwpfo.com. IWP Family Office has social profiles on LinkedIn.

Q: How many employees does IWP Family Office have currently?

IWP Family Office has approximately 11 employees.

Q: What technology does IWP Family Office use?

IWP Family Office's tech stack includes UPS, Google Tag Manager, X-XSS-Protection, PHP, Google Maps.

Financial ServicesColorado, United States11-50 Employees

IWP Family Office supports a distinct group of affluent individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived.

IWP's flat fee model is critical to eliminating many of the conflicts of interest that exist in our broader industry.  Our goal is to be the one place that a client calls with any financial issue - coordinating tax, legal, estate, investments, cash flows and a wide variety of general administration to ensure that the overall plan is synchronized.

IWP Family Office is headquartered in Denver, Colorado.