Single family office services designed to manage the complexities of a changing global community and grow future wealth
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.
Our single 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
- Property and lifestyle management
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
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.
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.
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.
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.
Asset Owners
Virtual family office and succession planning for a Latin American family in Europe
Read the full case study
Asset Owners
Building a single-family office and succession plan after a liquidity event
Read the full case study
Asset Owners