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Family office services

We assist families with everything from the early stages of designing and building a private office to working with established families already operating in their second and third generations. We facilitate smooth administration across all back office and middle office services.

Over 30 years’ experience in successfully supporting family offices

Award-winning team of 50 private wealth professionals in Guernsey

Global network with expertise in 25 jurisdictions

 

Whether you’re an ultra-high-net-worth (UHNW) family, single family office or multi-family office, our full service includes, but is not limited to:

Family office establishment

  • Establishment and administration of foundations, trusts, companies and other holding structures
  • Establishment of family frameworks and governance regimes

Operations

  • Bank account support
  • Bookkeeping, accounting, financial statement preparation
  • CFO services
  • Directorships
  • Full administration and monitoring
  • Payment processing
  • Private Office lifestyle management services

Risk and compliance

  • Board meetings and minutes
  • Company secretarial services
  • Compliance reporting
  • Corporate Governance
  • Legal and tax advice liaison
  • Tax reporting

Monitoring and reporting

  • Consolidated multi-asset class monitoring and reporting
  • ESG reporting and support services
  • Executive incentivisation and reporting
  • Luxury asset management
  • Customisable portfolio monitoring and reporting technology

Get in touch

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 goals.

Contact us today to learn more about our comprehensive family office services.

 

Make an enquiry

Family office FAQs

 

What is a family office?

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.

What is the difference between a single-family office and a multi-family office?

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.

What is a virtual family office?

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.

Why is family office support so important?

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.

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

Get in touch with us today

We’re ready to listen.

Make an enquiry

Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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