case study
The client, their challenge
Our client is a long-standing UK-based high-net-worth family preparing for the transition of wealth to the next generation. As the family evolved, there was a growing need to involve younger family members in investment oversight while maintaining alignment with the settlor’s long-term vision.
The challenge was to create a governance framework that would enable effective knowledge transfer, build confidence among the next generation and reduce the risks typically associated with intergenerational wealth transition.
Our solution
IQ-EQ implemented a structured governance and trust framework designed to support both current oversight and future succession. We:
- Established a private trust company (PTC) with IQ-EQ acting as trustee
- Oversaw a diversified portfolio including a UK operating business, real estate holdings and financial investments
- Coordinated closely with investment consultants to align strategy and reporting
- Facilitated the active involvement of the next generation in reviewing performance and understanding investment risk and return
Results
- Prepared next generation: Increased engagement and capability among future wealth holders
- Reduced transition risk: Structured oversight and governance mitigated common succession challenges
- Stronger governance: Improved decision-making processes and family alignment
- Sustainable stewardship: A framework supporting long-term wealth preservation and growth
