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UHNW and their family office

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.

 

VIEW OUR SINGLE-FAMILY OFFICE BROCHURE

Our family office services

We can support you with:

  • Family office establishment and administration
  • Legal and tax advice liaison and stewardship
  • Asset holding services
  • Asset protection
  • Multi asset class specialist administration
  • Risk management, compliance and reporting
  • CFO support services
  • ESG services
  • Luxury assets
  • The private office

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

Get in touch

IQ-EQ are very consistent. We have been very lucky in that we have had the same people working on our account and that is always a good thing. James Yates Chief Financial Officer and Managing Partner London, IK Partners

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.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

We’re ready to listen.

Make an enquiry

Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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