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215-423-7400

Welcome to IRUS

At IRUS, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. We offer a unique approach to align your needs, resources, values and personal philosophies with your goals and vision.

Every client benefits from the strategic relationships we have with nationally recognized law firms, accounting firms, and product providers. All come together to provide the most productive and secure strategies. We recognize the need for effective collaboration between the many complex seats around your planning table.

Investment Strategy

Put your money to work through a disciplined investment strategy. We run the gamut from budget creation and coordination to trust establishment and implementation.

Succession and Exit Planning

Secure your future with a structured plan to prepare your exit to the next stages of your life. We respect the pride, prestige, and purpose you have achieved and the need to successfully transition at the right time, on your terms.

Business Management

Your business is unique to you. Keep your business value high and presented in the best light with our team of talented professionals that cut across many areas of expertise, while recognizing the intricacies of the relationships between owner, key executives and valued employees.

Our Services

As a full-service establishment, IRUS can assist you in a variety of ways.

Exit and Succession Planning

The Succession or Exit plan goes beyond your basic business planning. It sets the stage and executes your eventual successful exit or transition from your business, all while creating the lifestyle you envision. At IRUS, we work with you and your team to provide the most comprehensive and personalized approach to achieving your visions for your business transition and future plans. Assessing your readiness and the true business value is key to our process. We continually monitor the process and manage it through to completion both for you and your key people, ensuring the successful transition for everyone involved.

Retirement

Our team will educate you on planning for the future and get you excited for what’s to come.

Family Affairs

We are family centric and can facilitate and shape the family discussions and plans around inter-generational transitions of wealth and long term care planning. We recognize family challenges and multi-family dynamics and can discretely handle any issue.

Tax

Let us handle the details. We’ll help manage your affairs so tax season seems less daunting.

Investments

Growing your wealth requires patience and foresight. With our time-tested investment strategies and trusted money managers, we’ll help you build long-term profitability through short-term planning

Insurance

We can show you the most appropriate way to surround you and your family with the protection you need to put your mind at ease.