Case study
The client, their challenge
Our client is a European ultra-high-net-worth family that experienced a significant liquidity event. Following this, they sought to establish a long-term patrimonial succession plan while scaling their private equity investment activities across Europe and Africa.
The family required a formal governance structure to manage growing complexity, ensure appropriate oversight of investments and maintain alignment across generations. At the same time, they needed operational infrastructure to support an expanding portfolio and increasing reporting requirements.
Our solution
IQ-EQ supported the creation of a fully operational single-family office, combining governance, administration and investment support. We:
- Established a London-based single-family office with dedicated investment research, finance and operational functions
- Provided administration for special purpose vehicle (SPV) structures, including cash management and payment oversight
- Supported global private equity investments, with a focus on Europe and Africa
- Advised on substance requirements and evolving corporate governance standards to ensure compliance and resilience
Results
- Institutional-grade governance: A structured family office enabling disciplined, long-term investment strategy
- Enhanced control and oversight: Strong governance and reporting across complex structures
- Operational efficiency: Reduced administrative burden through centralised support systems
- Future-ready platform: Positioned the next generation for responsible wealth stewardship and continued investment growth
