Family Office
Family Offices
IBKR's lowest costs1, access to global markets, advanced trading platforms and cash management tools give portfolio managers the freedom they need to manage any family’s assets.
Discover a World of Opportunities
Invest globally in stocks, options, futures, forex bonds and funds from a single integrated account. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.
Markets
Countries
Curencies
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Technology to Help Advisors Succeed
Trading Platforms
Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.
Pre-Trade Allocations
Use IBKR's pre-trade allocations to allocate block trades to multiple accounts with a single mouse click.
Order Types and Algos
90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.
Free Family Office Tools
Spot market opportunities, analyze results, manage your account and make informed decisions with our free tools.
Create Client-Centric Investment Portfolios
Model Marketplace
The Model Marketplace, which is a repository of model portfolios provided by third-party vendors, helps you spend more time with clients and less time managing client-specific portfolios.
Model Portfolios
Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model, rather than taking time to invest in multiple, single instruments.
IBKR Client Risk Profile
Use the IBKR Client Risk Profile to understand client risk tolerances and recommend suitable investments for your clients.
Environmental, Social and Governance (ESG)
ESG scores from Thomson Reuters give you and your clients a new set of tools for making investment decisions based on more than just financial factors.
Integrated Client Management
Use our free CRM to manage the full client management lifecycle, improve client engagement and improve your understanding of client needs.
A Broker You Can Trust
When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls protect IBKR and our clients from large trading losses.
IBKR
Nasdaq Listed
$B
Equity Capital*
%
Privately Held*
$6.0B
Excess Regulatory Capital*
Client Accounts*
Daily Avg Revenue Trades*
IBKR Protection
Family Office Account Structure
Account Structure
A master account linked to multiple client accounts.
Account Information
Manage multiple accounts of varying types under a single login, including:
Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.
Client users can optionally directly fund, view statements and trade.
Automated allocations based on pre-trade defined criteria.
Open a Family Office Account