Our Approach


We understand the unique and ongoing challenges faced by families of wealth and multiple assets. That's why at IDB, we provide individualized support with a growing, multi-faceted team of experts to help high-net worth individuals receive the best solutions for managing assets, growing wealth and preserving it for generations to come. 

Who We Serve


Individuals and their families

Family Offices

Investors and Business Owners

Professional Services Firms

What We Offer


Wealth Management

From investment management—discretionary or self-directed—to wealth, insurance, asset allocation, trust and estate planning, we offer a wide range of investment instruments that adapt to your preferences.

Explore Wealth Management

Banking and Lending

Wealth and asset diversification bring complexity to your financial life. Through our solutions and networks, we give you the flexibility to meet your financial needs under any circumstances, from anywhere in the world.

Explore Banking & Lending

Contact your nearest location


New York City

Phone

Address

1114 Avenue of the Americas
New York, NY 10036

Brooklyn

Phone

Address

400 Avenue U
Brooklyn, NY 11223

Staten Island

Phone

Address

201 Edward Curry Avenue, Suite 204
Staten Island, NY 10314

Long Island

Phone

Address

445 Broadhollow Rd., Suite 418
Melville NY 11747

New Jersey

Address

150 JFK Parkway
Short Hills, NJ 07078

Florida

Address

Harbour Centre
18851 NE 29th Ave., Ste. 600
Aventura, FL 33180 

Beverly Hills

Phone

Address

9401 Wilshire Blvd., Suite 600
Beverly Hills, CA 90212

Downtown Los Angeles

Phone

Address

888 S Figueroa St # 550
Los Angeles, CA 90017

US Private Banking Leadership


Christian Rochio

Executive Vice President, Head of NY Private Banking & Wealth Management

Michal Miron

Executive Vice President, California Regional Manager

Sagy Aseraf

Executive Vice President, International Private Banking, Florida Regional Manager

Contact Us