Interested in joining our team?
We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.
We provide an extensive range of family office services designed to meet the unique needs of high-net-worth families and individuals. The global market is constantly evolving, forcing family offices to navigate complicated market challenges. 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
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.
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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.