We are a Registered Investment Advisor (RIA) registered with the SEC, offering advisory discretionary and non-discretionary advisory solutions from the United States, helping our families manage their offshore assets under a fiduciary duty standard.
IKALON Advisors LLC has been registered as an RIA with the SEC since April 8, 2026.
Advisory
• In discretionary advisory, the firm makes portfolio decisions within the framework established in the IPS (Investment Policy Statement).
• In non-discretionary advisory, each portfolio decision is made directly by the family.
Consolidation and Reporting
Consolidating a family's wealth is the first step towards managing it well. At Ikalon Advisors, we transform dispersed information into a comprehensive, comparable and actionable view of the family's overall patrimony. Through best-in-class tools such as Addepar, we consolidate all family assets and generate clear reports that allow for performance monitoring, risk identification and well-informed decision-making.
Ancillary Services
We offer complementary services that establish substance in Florida: registered address, resident agent, mail handling, correspondence management, among others.
Consulting with soul, where
heritage is transformed into an
ethical and aesthetic legacy.
