The global market is constantly evolving, forcing family offices to navigate complicated market challenges to protect their wealth. Professional family office services support families to manage their assets safely and effectively while remaining compliant and unlocking new opportunities to grow their wealth.
Our family office services
Let us help you design and build an effective family office that reflects your unique financial goals and values. Our family office advisory services will recommend the best structure for your needs and provide support for future generations.
We can support you with:
- Single-family office, multi-family office and virtual family office establishment and management
- Governance, fiducie and asset holding structures
- Legal and tax liaison
- Asset holding services
- Asset protection
- Investment management and allocation
- Executive incentivisation and reporting
- Multi-asset class administration and reporting
- Risk management, compliance and reporting
- CFO services
- ESG services
- Luxury asset services
- Property and lifestyle management
Maximise your family’s wealth potential
Streamlined processes for increased efficiency
Efficient, effective services to meet your needs
Over 30 years’ experience in successfully supporting family offices
State-of-the-art reporting capabilities
Remain compliant with our support
Design and build your family office
Administration services
Administration work can be time-consuming and overwhelming. Our family office management services will help you with all your administration needs, including:
- Company secretary duties
- CFO support
- Managing trustees
- Managing assets
- Personal concierge services
State-of-the-art reporting capabilities
Experience the future of reporting with IQ-EQ Cosmos. Our powerful reporting platform provides you with a customisable dashboard and allows you to securely access real-time data on a single and easily accessible platform. With IQ-EQ Cosmos, you can easily see how your family office is performing and use those valuable insights to make strategic decisions.
Get in touch
- One dedicated team
- Unrivalled technical expertise
- Committed service delivery
With over 30 years’ experience in successfully supporting family offices all over the world, our team of experts are well-equipped to help your family office thrive.
No matter what asset class or region you operate in, our team of financial experts have specialist knowledge and are dedicated to helping you meet and exceed your financial goals.
With IQ-EQ, you can trust that your family office will be in capable hands, allowing you to focus on what really matters. Contact us today to learn more about our extensive family office services.
Family office FAQs
Family offices are companies that are set up to manage funds and assets for wealthy individuals and families, they are often limited partnerships or limited liability companies. These companies will offer a range of financial services, including investment services and asset management, to help them manage and grow their wealth.
The main difference between single and multi-family offices is the number of clients they have. Single-family offices serve wealth management services to a sole individual, whereas a multi-family office will provide these services to multiple families that have combined their assets.
Unlike traditional family offices, a virtual family office is when a team of professionals are brought together to manage wealth and assets. This flexible and efficient approach creates a more holistic wealth management solution.
Family offices provide a secure and private way for families and individuals to store and manage their finances and assets, giving access to trusted individuals. Not only do family offices support wealth management, but they also support lifestyle and philanthropy endeavours – making sure every aspect of your wealth is effectively managed.
