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Succession planning

Succession planning is important to you.  You’ve worked hard to accumulate, preserve and grow your wealth and you want your family to continue that tradition across successive generations. You want to feel confident that your assets, both personal and business, are protected, safeguarding your investments now and for the next generation of your family. 

We understand that every family is different, and that some have particularly complex dynamics and succession planning requirements. That’s why we take the time to get to know you, your family and your specific trust and estate planning needs.

Moreover, you want to know that the structure being used is fully compliant. Providing that reassurance requires scale and depth of knowledge.  IQ-EQ will work with you to identify clear objectives for the future and drawing up a well-defined succession plan to make the trust and estate planning process as smooth as possible.

That personal touch is underpinned by our global reach, so we can support your succession plans on an international scale. We know that lasting client relationships are based on having a trusted single point of contact: one that knows you, and your specific requirements. As your needs change, we may bring in additional expertise from within our network but your main contact remains the same. That remains true whether we work with you and your advisers in one or multiple jurisdictions. We have local private wealth management teams in place, operating across 23 jurisdictions, supporting family offices and private clients operating worldwide.

IQ-EQ provides private wealth services to help global investors focus on investing and preserving capital in a sustainable and compliant manner. We work with you and your advisers to ensure that the transfer is not only effective and efficient but also the best fit for your successors and the future needs of their families.   

We know how and
we want to know you.

So wherever you are
we’re ready to listen.

Our people expertly combine their know how with an ability to know you. Get in touch and give us an opportunity to get to know you and your needs better.

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