{"id":267,"date":"2023-02-08T14:48:30","date_gmt":"2023-02-08T14:48:30","guid":{"rendered":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/"},"modified":"2025-11-04T14:21:43","modified_gmt":"2025-11-04T14:21:43","slug":"private-institutional-asset-owners","status":"publish","type":"service","link":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/","title":{"rendered":"Asset Owners"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--orange\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p>We support families, entrepreneurs, and their offices wherever they may be 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 and structures to meet the changing demands of private wealth structuring, succession and management.<\/p>\n<p><a class=\"btn btn--purple btn--orange\" href=\"https:\/\/iqeq.com\/je\/locations\/jersey\/#contact-us\">Make an enquiry<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--orange\"\n                id=\"our-services\"\n            >\n                Our services            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2>Asset Owners<\/h2>\n<ul>\n<li><a href=\"https:\/\/iqeq.com\/services\/family-office-services\/\">UHNW and their family office<\/a><\/li>\n<li><a href=\"https:\/\/iqeq.com\/services\/multi-family-office\/\">Multi Family Office<\/a><\/li>\n<li><a href=\"https:\/\/iqeq.com\/services\/sovereign-wealth-funds\/\">Sovereign Wealth Funds<\/a><\/li>\n<li><a href=\"https:\/\/iqeq.com\/services\/insurance\/\">Insurance<\/a><\/li>\n<li><a href=\"https:\/\/iqeq.com\/services\/foundation-and-endowments\/\">Pension and endowments<\/a><\/li>\n<\/ul>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p><strong>Governance<\/strong><\/p>\n<ul>\n<li>Establishment and administration of foundations, trusts, companies, partnerships, family investment companies, private trust companies, private trust foundations, private pensions, private funds, Shariah-compliant entities, and other bespoke structures<\/li>\n<li>Establishment of family frameworks and governance regimes<\/li>\n<li>Provision of Professional Directors and Trustees<\/li>\n<li>Company secretarial services<\/li>\n<\/ul>\n<p><strong>Succession\u00a0\u00a0\u00a0<\/strong><\/p>\n<ul>\n<li>Charitable and philanthropic solutions<\/li>\n<li>Wealth transition services<\/li>\n<li>Next generation protection and mentoring services<\/li>\n<li>ESG solutions<\/li>\n<li>Governance<\/li>\n<\/ul>\n<p><strong>Reporting<\/strong><\/p>\n<ul>\n<li>Board meetings and minutes<\/li>\n<li>Compliance reporting<\/li>\n<li>Tax reporting<\/li>\n<li>Consolidated multi-asset class monitoring and reporting<\/li>\n<li>ESG reporting and support services<\/li>\n<li>Executive incentivisation and reporting<\/li>\n<li>Luxury asset management<\/li>\n<li>Customisable portfolio monitoring and reporting technology<\/li>\n<\/ul>\n<p><strong>Asset administration<\/strong><\/p>\n<ul>\n<li>Bank account support<\/li>\n<li>Bookkeeping, accounting, financial statement preparation<\/li>\n<li>CFO services for Family Offices<\/li>\n<li>Directorships<\/li>\n<li>Full administration and monitoring<\/li>\n<li>Payment processing and treasury services<\/li>\n<li>Private Office lifestyle management services<\/li>\n<\/ul>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"why-choose-iq-eq-jersey-services\"\n            >\n                Why choose IQ-EQ Jersey services?            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p><strong>Reputation<\/strong><\/p>\n<p>Jersey continues to be a leading independent international finance centre with a proven track record of over 60 years at the forefront of global finance, supporting a wide range of products and services. It\u2019s recognised for setting high standards that attract global businesses and families. Jersey has won 19 International awards in the past five years.<\/p>\n<p><strong>Regulation<\/strong><\/p>\n<p>Jersey has a robust and well-respected regulatory framework that ensures transparency and stability. This has been acknowledged by independent assessments from world leading bodies, such as the IMF and MONEYVAL.<\/p>\n<p><strong>Substance and expertise<\/strong><\/p>\n<p>With almost a quarter of local professionals employed in finance, the qualified level of expertise available continues to develop along with the depth and breadth of services and products available.<\/p>\n<p><strong>Tax neutrality<\/strong><\/p>\n<p>Jersey\u2019s tax-neutral status and competitive tax regime make it an appealing location for structuring and managing assets.<\/p>\n<p><strong>Legal system<\/strong><\/p>\n<p>The local legal framework provides both certainty and adaptability, providing support to our finance industry and making sure that it remains flexible and attractive for both domestic and international markets.<\/p>\n<p>By choosing to partner with IQ-EQ Jersey, you can benefit from access to our local and global expertise, tailored solutions and commitment to excellence while leveraging the advantages of a jurisdiction geared towards ease of business with a leading global reputation.<\/p>\n<p>Contact us today to learn more about our comprehensive private and institutional services.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n    <section class=\"related-section related-section--people related-section--centered standard-spacing\">\n        <div class=\"container\">\n                        <div class=\"cards row-load\">\n                    <div class=\"person-card\">\n                    <a href=\"https:\/\/iqeq.com\/je\/people\/mirek-gruna\/\" class=\"bg-img lozad normal\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/je\/wp-content\/uploads\/sites\/21\/2024\/08\/Mirek-Gruna-Grey-Background-290x192.png\" \/>            <\/a>\n            <a href=\"https:\/\/iqeq.com\/je\/people\/mirek-gruna\/\" class=\"bg-img lozad hover\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/je\/wp-content\/uploads\/sites\/21\/2024\/08\/Mirek-Gruna-Green-Background-290x192.png\" \/>            <\/a>\n                <div class=\"info\">\n                            <h3>\n                    <a href=\"https:\/\/iqeq.com\/je\/people\/mirek-gruna\/\">Mirek Gruna<\/a>\n                <\/h3>\n                        <p class=\"job-title\">Regional Chief Commercial Officer, EMEA<\/p>\n            <div class=\"border\"><\/div>\n                            <p class=\"location\">Jersey<\/p>\n                        <a href=\"#contact-person\" class=\"link link--deepgray email\">\n                Send email            <\/a>\n                            <a href=\"tel:+441534714486\" class=\"link telephone\">\n                    +44 1534 714486                <\/a>\n                                        <a href=\"https:\/\/iqeq.com\/je\/people\/mirek-gruna\/\" class=\"link link--deepgray permalink\">\n                    Full profile                <\/a>\n                                        <div class=\"socials\">\n                    <a href=\"https:\/\/www.linkedin.com\/in\/mirek-gruna-0a1a444\" class=\"linkedin\">\n                        <span class=\"screen-reader-text\">LinkedIn<\/span>\n                    <\/a>\n                <\/div>\n                    <\/div>\n    <\/div>\n            <\/div>\n            <div class=\"button-wrapper\">\n                <a class=\"btn btn--deepgrey-outline\" href=\"https:\/\/iqeq.com\/je\/locations\/jersey\/#contact-us\">Make an enquiry<\/a>            <\/div>\n        <\/div>\n    <\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"insights\">Insights<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--insights standard-spacing\">\n    <div class=\"container\">\n                <div class=\"cards row-load\">\n            <a\n    href=\"https:\/\/iqeq.com\/je\/insights\/securing-your-legacy-how-trusts-and-foundations-can-enhance-estate-and-succession-planning\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"Padlocks on a bridge\" data-src=\"https:\/\/iqeq.com\/je\/wp-content\/uploads\/sites\/21\/2025\/06\/AdobeStock_77557870-360x257.jpeg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise-label\">Private &amp; Institutional Asset Owners<\/p>\n                        <h3>Securing your legacy: How trusts and foundations can enhance estate and succession planning<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                            <p class=\"person\">By Stuart Pinnington<\/p>\n                        <p class=\"date\">\n                                    17 Jun 2025                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a><a\n    href=\"https:\/\/iqeq.com\/je\/insights\/essential-guide-to-succession-planning\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/je\/wp-content\/uploads\/sites\/21\/2025\/06\/AdobeStock_356529384smaller-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise-label\">Private &amp; Institutional Asset Owners<\/p>\n                        <h3>Essential guide to succession planning\u00a0<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                            <p class=\"person\">By Stuart Pinnington<\/p>\n                        <p class=\"date\">\n                                    10 Jun 2025                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a>        <\/div>\n                    <div class=\"button-wrapper\">\n                <a class=\"btn btn--mint\" href=\"#subscribe\">Subscribe to insights<\/a><a class=\"btn btn--deepgrey-outline\" href=\"\/latest\">View more insights<\/a>            <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[],"service_category":[],"class_list":["post-267","service","type-service","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Asset Owners | IQ-EQ Jersey<\/title>\n<meta name=\"description\" content=\"Discover our Private &amp; Institutional Asset Owners services and achieve your financial goals with IQ-EQ at your side.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asset Owners | IQ-EQ Jersey\" \/>\n<meta property=\"og:description\" content=\"Discover our Private &amp; Institutional Asset Owners services and achieve your financial goals with IQ-EQ at your side.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/\" \/>\n<meta property=\"og:site_name\" content=\"IQ-EQ Jersey\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-04T14:21:43+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/\",\"url\":\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/\",\"name\":\"Asset Owners | IQ-EQ Jersey\",\"isPartOf\":{\"@id\":\"https:\/\/iqeq.com\/je\/#website\"},\"datePublished\":\"2023-02-08T14:48:30+00:00\",\"dateModified\":\"2025-11-04T14:21:43+00:00\",\"description\":\"Discover our Private & Institutional Asset Owners services and achieve your financial goals with IQ-EQ at your side.\",\"breadcrumb\":{\"@id\":\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/iqeq.com\/je\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Services\",\"item\":\"https:\/\/iqeq.com\/je\/services\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Asset Owners\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/iqeq.com\/je\/#website\",\"url\":\"https:\/\/iqeq.com\/je\/\",\"name\":\"IQ-EQ Jersey\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/iqeq.com\/je\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Asset Owners | IQ-EQ Jersey","description":"Discover our Private & Institutional Asset Owners services and achieve your financial goals with IQ-EQ at your side.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/","og_locale":"en_US","og_type":"article","og_title":"Asset Owners | IQ-EQ Jersey","og_description":"Discover our Private & Institutional Asset Owners services and achieve your financial goals with IQ-EQ at your side.","og_url":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/","og_site_name":"IQ-EQ Jersey","article_modified_time":"2025-11-04T14:21:43+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/","url":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/","name":"Asset Owners | IQ-EQ Jersey","isPartOf":{"@id":"https:\/\/iqeq.com\/je\/#website"},"datePublished":"2023-02-08T14:48:30+00:00","dateModified":"2025-11-04T14:21:43+00:00","description":"Discover our Private & Institutional Asset Owners services and achieve your financial goals with IQ-EQ at your side.","breadcrumb":{"@id":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/iqeq.com\/je\/services\/private-institutional-asset-owners\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/iqeq.com\/je\/"},{"@type":"ListItem","position":2,"name":"Services","item":"https:\/\/iqeq.com\/je\/services\/"},{"@type":"ListItem","position":3,"name":"Asset Owners"}]},{"@type":"WebSite","@id":"https:\/\/iqeq.com\/je\/#website","url":"https:\/\/iqeq.com\/je\/","name":"IQ-EQ Jersey","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/iqeq.com\/je\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/iqeq.com\/je\/wp-json\/wp\/v2\/service\/267","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iqeq.com\/je\/wp-json\/wp\/v2\/service"}],"about":[{"href":"https:\/\/iqeq.com\/je\/wp-json\/wp\/v2\/types\/service"}],"wp:attachment":[{"href":"https:\/\/iqeq.com\/je\/wp-json\/wp\/v2\/media?parent=267"}],"wp:term":[{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/iqeq.com\/je\/wp-json\/wp\/v2\/expertise?post=267"},{"taxonomy":"service_category","embeddable":true,"href":"https:\/\/iqeq.com\/je\/wp-json\/wp\/v2\/service_category?post=267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}