Interested in joining our team?
We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.
The global market is constantly evolving, forcing family offices to navigate the complicated market challenges that will 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 services cater to both single and multi-family offices, ensuring tailored solutions that meet the unique needs of each family structure.
Managing family wealth has become increasingly challenging with increased regulatory scrutiny. Families invest in more complex alternative investments, entering into joint ventures and co-investments, and enjoy the freedom of exploring the world, thus driving the need for sophisticated and global structuring solutions.
Partnering with our Family Office Services mobilises a combination of global and local expertise across sectors with cutting-edge technology to enhance the efficacy and support the objectives of your single family office.
Our knowledge and experience provide your investors with accurate and timely financial reporting, allowing you to focus on growing your investment management business.
In today’s dynamic financial landscape, Multi-Family Offices (MFOs) encounter a spectrum of obstacles, ranging from mounting global regulations to the pressing need for advanced digital solutions and the intricacies of modern investment landscapes, particularly within private markets. We understand the challenges inherent to MFOs and their unwavering desire to provide excellent client experience whilst managing multiple stakeholders.
We have developed an offering based on the MFOs needs, no matter where they may be in their evolution. Our capabilities enable you to meet your priorities while providing technologically advanced back, middle, and front office services that enhance your clients’ experience. We help you meet challenges across every pillar of family office services.
Our family office services
We can support you with:
- Single family office, multi-family office and virtual family office establishment and management
- Governance, fiduciary 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
- Private office services
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
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.
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
Sharon Cain
Client Services Director, Private Wealth, Isle of Man
Isle of Man
Send email +44 1624 653103Family 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.