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 support families, entrepreneurs, and their offices in the evolution of their wealth creation and succession journey in line with their values and goals. This can take the form of robust governance, day-to-day administrative support, or specialist asset support. We tailor our services to meet the changing needs of family offices around the world.
Our family office services
We can support you with:
Governance
- Establishment and administration of foundations, trusts, companies, and other bespoke structures
- Establishment of family frameworks and governance regimes
- Provision of Professional Directors and Trustees
- Company secretarial services
Succession
- Charitable and philanthropic solutions
- Wealth transition services
- Next generation protection and mentoring services
- ESG solutions
Reporting
- Board meetings and minutes
- Compliance reporting
- Tax 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
Asset administration
- Bank account support
- Bookkeeping, accounting, financial statement preparation
- CFO services
- Directorships
- Full administration and monitoring
- Payment processing
- Private Office lifestyle management services
Over 60 years
experience in delivering support and services to family offices
70+ qualified
Award-winning team of wealth professionals
25
jurisdictions with global expertise
Specialist experts in luxury assets
Wide range of bespoke structuring available
Market-leading technology enabling real-time access to information
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
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.