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UHNW European family wishing to secure a patrimonial succession plan for the second generation

04 May 2023

The client, their challenge

The client is an ultra-high-net-worth (UHNW) European family who had a substantial liquidity event some years ago. Their objective is to secure a patrimonial succession plan for the second generation and they have started to invest in private equity investments.

Our solution

Ensuring efficiency throughout, our global Family Office Services team:

  • Established a single family office (SFO) based in London, including investment research, finance and COO functions
  • Provides administration and services to their SPV structures along with other tailored services such as cash management and payment dashboards
  • Assists the family office invest in private equity opportunities across the globe with a focus on Europe and Africa
  • Holds frequent added-value discussions with the SFO on revised substance and corporate governance developments


The family can focus on investment decisions knowing the SFO is protecting the client’s interests with strong substance and governance parameters while alleviating the administrative burden.

This structure will prepare the next generation for the responsibilities of wealth stewardship while reducing any risks involved with the inter-generational transfer.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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