Multi-Family Office

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IAG

IAG is an SEC-registered investment adviser in Waukesha, WI, registered since 2009. The firm manages approximately $1.9 billion in regulatory assets.

IAG

IAG is an SEC-registered investment adviser in Waukesha, WI, registered since 2009. The firm manages approximately $1.9 billion in regulatory assets. It has 15 employees and 15 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

Europe

Country

Switzerland

City

Charleston

Corporate office

Lugano, Switzerland

Additional offices

New York, NY, United States · Los Altos, CA, United States · Menlo Park, CA, United States · London, United Kingdom · Reno, NV, United States · San Francisco, CA, United States · Shanghai, China

Sector focus

Enterprise SoftwareFinTechAI/MLDigital HealthCybersecurity

Frequently asked questions

Who are the principals behind IAG?

IAG does not publicly name its founding principals or client families. The firm's investment footprint and multi-office structure suggest capital originating with technology founders and European industrial families, consistent with the profile of Swiss-domiciled multi-family offices that serve a concentrated, non-commercial family base.

How does IAG source investment opportunities?

IAG sources primarily through direct relationships cultivated via its offices in Menlo Park, Los Altos, San Francisco, New York, and London. This permanent local presence in key technology and financial hubs gives the firm access to venture capital managers, growth-stage companies, and co-investment opportunities that generalist European allocators without US offices typically cannot access directly.

Does IAG invest in funds or only in direct deals?

Based on its structure as a multi-family office with venture and growth equity focus, IAG likely participates in both fund commitments and direct co-investments. The firm's California office density suggests a model where fund relationships with top-tier venture firms generate co-investment rights that IAG syndicates to its family clients.

Where does IAG's underlying wealth originate?

IAG's capital base is not publicly disclosed. The firm's office locations in both European wealth centers and US technology hubs, combined with its sector focus on enterprise software and fintech, point to wealth generated from technology entrepreneurship and European industrial holdings — a common profile among Swiss multi-family offices that serve founder-operators.

What is IAG's regulatory and tax structure?

IAG is domiciled in Lugano, Switzerland, operating under Swiss family office regulations. Swiss-domiciled multi-family offices typically structure investments through Luxembourg or Swiss vehicles to optimize for cross-border private equity and venture capital allocations. IAG has not publicly disclosed its specific legal entity structure or regulatory registrations.

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