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 ManagementBanking 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 & LendingContact your nearest location
US Private Banking Leadership

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

Michal Miron
Executive Vice President, California Regional Manager
