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Family office services

The global market is constantly evolving, forcing family offices to navigate the complicated market challenges that will protect their wealth. 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, fiducie 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.

  • 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.

Make an enquiry

A valued partner in helping us with fund administration for over two decades. Baring Private Equity Partners India

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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