IWG Corporate Services Information

IWG Corporate Services is a unique team of seasoned professionals providing executive-level solutions to business owners for their corporate challenges. We assist in business professionalization with Organizational Health Assessments, developing Strategic Flight Plans and providing solutions for bookkeeping & accounting, human resources, paralegal and legal services, estate planning, wealth management, insurance services and marketing & branding. We are the most versatile multi-family office in the Okanagan region and provide services throughout Western Canada and beyond. IWG Corporate Services helps you to build strategies for success in the following areas: Corporate Governance Assistance - Relationship Management (Partnerships) - Health of the Company - Corporate Governance Documents - Review & Develop HR Policies & Procedures Estate and Succession Planning -Wills, Powers of Attorney or Family Trusts -Planned Giving options -Representative Agreements Financial & Business Modelling - Bookkeeping and Accounting - Corporate Strategic Flightplans - Financial Structure for Growth - Analysis of Financial Statements - Assessment of Corporate Strategies -Bookkeeping and Monthly financial reports Ongoing Management Advisory: - Ensure Management & Advisory Teams are working towards corporate goals - Review Targets and Deliverables Marketing and Branding -Creating a distinctive brand package -building a marketing strategy -Social media content and scheduling -Business Development & Sales Administrative Assistance - Office and files organization - temporary assistance for maternity leave - preparing for special events, presentations, etc. This frees up business owners and their employees to actually do the work that the business offers, and do what they do best.