ANATOLY IOFE

SENIOR ADVISOR
PRIVATE WEALTH MANAGEMENT / RISK MANAGEMENT / SPECIAL SITUATIONS
BOCA RATON, FL / USA

Anatoly is a founder and CEO of IceBridge Financial Group (IFG), a concierge-style multi-family office, specializing in serving the global needs of some of the most successful families and businesses.

IFG is a financial regulated company, created in 2022, active in private wealth management, focusing on UHNW families, SWFs and institutions.

Anatoly has over 23 years of experience solving complex financial objectives for some of the most prominent global families, businesses, and governments. During his tenure in the financial services industry, Anatoly has successfully structured and executed over USD 20 billion worth of financial transactions, globally.

Anatoly was with Deutsche Bank as Head of a Special Situation Group for CEEMEA, and prior to that he was Head of Debt Capital Markets, Russia & CIS.

More recently, prior to creating IceBridge Financial, Anatoly was the Head EMEA and US Dedicated Desk @ UBS Global Wealth Management, concentrating on helping his globally based clients with investments, financing, and risk management. Before this role he worked at UBS Investment Bank as Managing Director, Head of Emerging Markets Financing, based in London and  Zurich.

Anatoly has also held various senior roles Merrill Lynch, National Bank TRUST, Bank of America and Wells Fargo Bank.

Anatoly graduated from Leningrad Restaurant Management & Culinary Arts College, and holds a Master of Business Administration from University of Florida. Anatoly speaks English and Russian.

Anatoly holds CPWA®, CEPA®, CDAA® and DACFP® designations, and completed Algorithmic Trading program at Oxford University, UK.

Areas of concentration:  
Families: investments, tax alpha generation, alternative investments, estate planning, asset protection, pre and post liquidity planning, asset structuring, legacy planning, insurance strategies, financing and special situations. 

Institutions: owners and C-Suite benefits, pre-exit planning, exit strategy, employee benefits, treasury management, financing, risk management.