Company Information

Get to know IRIS Family Office

Founded in 2011, IRIS Family Office operates as an independent multi-family office dedicated to preserving and growing the wealth of its clients across generations. The firm offers a holistic range of services tailored to Ultra-High-Net-Worth Individuals (UHNWIs) and their families, including investment management, wealth structuring, corporate advisory, family governance, and philanthropy. By maintaining independence from banking institutions, IRIS aims to provide unbiased, conflict-of-interest-free advice, acting solely in the best interests of its clients to navigate the complexities of global wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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IRIS Family Office

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.