{"id":163,"date":"2023-04-24T19:41:41","date_gmt":"2023-04-24T19:41:41","guid":{"rendered":"https:\/\/iqeq.com\/cy\/services\/family-office-services\/"},"modified":"2026-01-06T10:09:49","modified_gmt":"2026-01-06T10:09:49","slug":"family-office-services","status":"publish","type":"service","link":"https:\/\/iqeq.com\/cy\/services\/family-office-services\/","title":{"rendered":"Family office services"},"content":{"rendered":"
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\n \n Overview <\/p>\n <\/div>\n<\/section>\n\n
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Due to the global market constantly evolving, family offices must navigate complicated market challenges to protect their wealth. We support families to manage their assets safely, stay compliant and unlock new growth opportunities.<\/p>\n

VIEW OUR SINGLE FAMILY OFFICE BROCHURE<\/a><\/p>\n

VIEW OUR MULTI-FAMILY OFFICE BROCHURE<\/a><\/p>\n

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What is a family office?<\/h2>\n

Family offices are companies set up to manage funds and assets for wealthy individuals and families. They\u2019re often limited partnerships or 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.<\/p>\n <\/div>\n<\/section>\n\n

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Our family office services<\/h2>\n <\/div>\n<\/section>\n\n
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Family office establishment and administration<\/p>\n

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  • Working closely with your advisors to identify your needs and how best to articulate your family\u2019s values for future generations<\/li>\n
  • Helping you and your advisors to establish a family office constitution or charter<\/li>\n
  • Structuring, incorporation and administration of your family office structure<\/li>\n
  • Provision of company directors and secretary<\/li>\n
  • Preparation of accounts<\/li>\n
  • Processing monthly payroll<\/li>\n
  • Issuing of pay slips and arranging for payment of salaries<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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    Legal and tax advice liaison and stewardship<\/p>\n

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    We can connect you with our global network of law firms and tax advisors to project manage the design of your family office.<\/p>\n <\/div>\n <\/div>\n <\/div>\n

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    Asset holding services<\/p>\n

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    In line with the sophistication of your family, we can structure and administer all asset-holding requirements, including:<\/p>\n

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    • Private funds<\/li>\n
    • Carry vehicles<\/li>\n
    • Trusts<\/li>\n
    • Private trust companies<\/li>\n
    • Family holding companies<\/li>\n
    • Foundations<\/li>\n
    • Family investment companies<\/li>\n
    • Limited partnerships<\/li>\n
    • Loan or registered agent services<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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      Asset protection<\/p>\n

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      We work closely with your specialist advisors to help design suitable global strategies for the protection of wealth, particularly in relation to:<\/p>\n

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      • Compliance within a changing international tax, regulatory and legislative environment<\/li>\n
      • Family relationships and protection from disputes<\/li>\n
      • Intergenerational transfer of wealth<\/li>\n
      • Privacy and reputational considerations<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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        ESG services<\/p>\n

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        Having the right ESG framework in place has become a top priority for family offices. We can assist with set up, data acquisition and management.<\/p>\n <\/div>\n <\/div>\n <\/div>\n

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        Luxury assets<\/p>\n

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        We have a dedicated luxury assets team that can assist with the establishment and administration of holding structures for many types of luxury assets, including cars, yachts, aircraft and art. We provide:<\/p>\n

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        • Aircraft holding\/leasing structures<\/li>\n
        • Classic car holding structures and management services<\/li>\n
        • Yacht holding structures<\/li>\n
        • Structures for holding art collections<\/li>\n
        • Luxury asset management, secure storage, and movement\/shipping oversight<\/li>\n
        • All related regulatory and tax reporting and compliance filings<\/li>\n
        • Bookkeeping, accounting, and accounts\/ financial statement preparation for all such holding entities (standalone and consolidated and in line with GAAP)<\/li>\n
        • Guidance and stewardship for certain employment and permanent residency applications<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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          Private office services<\/p>\n

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          We also provide personal concierge, lifestyle and property care services in London, including:<\/p>\n

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          • Sourcing and purchasing property<\/li>\n
          • Property management and security<\/li>\n
          • Lifestyle services<\/li>\n
          • Education: organise private tutors, music lessons, summer camps, coursework, university applications and placement to a desired school or university<\/li>\n
          • Staffing requirements, no matter how bespoke<\/li>\n
          • Assist with personal banking<\/li>\n
          • Assist medical and health appointments<\/li>\n
          • Manage all travel needs either for business or pleasure, from planning and arranging detailed travel itineraries to yacht and aircraft charters<\/li>\n
          • Reputation management<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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            CFO support services<\/p>\n

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            Our Chief Financial Officer (CFO) support services provide assistance to family offices in establishing and operating a strong accounting and financial reporting infrastructure. We tailor the work around your needs including:<\/p>\n

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            • Accounting and administrator oversight<\/li>\n
            • Budgeting and analysis<\/li>\n
            • Cash flow control<\/li>\n
            • Annual audit process<\/li>\n
            • Implementing new finance and operating systems<\/li>\n
            • Management company financial control and budgeting<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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              Multi-asset class specialist administration<\/p>\n

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              We support the establishment, administration, compliance, and accounting for all types of private funds structures, including:<\/p>\n

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              • Liquid and illiquid funds<\/li>\n
              • Co-investment vehicles<\/li>\n
              • Hybrid funds<\/li>\n
              • Private funds<\/li>\n
              • Special Purpose Vehicles (SPVs) and cell companies<\/li>\n
              • Alternative asset fund administration and domiciliation (private equity, real estate, debt, hybrid, and hedge)<\/li>\n
              • Fund management (regulated and unregulated, including private fund co-investment and joint venture structures)<\/li>\n
              • Regulatory hosting services in the UK<\/li>\n
              • Intellectual property administration (patents, image rights and others)<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n
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                Risk management, compliance and reporting<\/p>\n

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                Ensuring your family office and investment structures comply with the ever-increasing regulatory and reporting environment. This can include:<\/p>\n

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                • MaxComply, our adaptable and customisable compliance software that helps family offices, families and corporates manage their AML\/ KYC regulatory activities effectively and efficiently<\/li>\n
                • Numerous forms of regulatory applications and annual filings in multiple jurisdictions globally<\/li>\n
                • Monitoring regulatory changes globally to ensure compliance at all times<\/li>\n
                • Assisting with regulatory licensing and compliance (UK only)<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n
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                  Get in touch<\/h2>
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