
IWC Family Offices is a Reno, Nevada-based family office serving owners of middle-market companies. Its work centers on advanced tax mitigation, business valuation and advisory, and outsourced, part-time CFO services. The firm’s tax-planning work includes real estate sales, as well as sales of privately held businesses and concentrated public stock positions. IWC Trust states that it is not an investment adviser and does not manage or place investments in securities. For real estate sponsors, IWC’s confirmed role is advisory, with an emphasis on owners’ tax and financial planning rather than securities investment management.