All services Fund and Asset Managers Private and Institutional Asset Owners Debt, Capital Markets and Corporate

Private asset owner

Our private asset owner clients include (U)HNW individuals, along with their family offices and their endowments and foundations for philanthropy and impact purposes are efficiently supported by IQ-EQ with a holistic suite of services. At IQ-EQ, we care about your priorities around transmission, servicing, and protection of your personal and family wealth.

Increased globalisation of family office

Greater use of alternative assets

Greater philanthropic and ESG/impact investing interest



Unprecedented wealth transfer

Why IQ-EQ for Private Asset Owners?

Providing you and your family with peace of mind, security and sustainability


Supporting your planning and execution

  • Leverage our global scale and the expertise of professional employees across four continents
  • Benefit from our expertise across asset classes, geographies and all types of holding structures
  • Take advantage of nimble, responsive and flexible teams delivering to your needs and timeline

Optimising your family office operations

  • Provide asset holding structures worldwide for most asset classes: cash, public securities, private equity, venture capital, collections, luxury assets including yachting, aviation and automobile
  • Offer expert administrative/operational infrastructure, together with more and better technology
  • Benefit from an integrated and comprehensive reporting system to consolidate asset holdings, assess investment performance and manage risk

Supporting your wealth aspirations

  • Provide solutions from the most highly respected, progressive and modern wealth structuring jurisdictions, worldwide
  • Provide customised structures: trusts, PTCs, holding companies, partnerships and more
  • Benefit from multi-generation connectivity – our relationship teams match up with you and your Next Gen family members

Simplifying complexity

  • Take advantage of our private wealth specialists
  • Leverage the technical expertise and experience of a dedicated Client Relationship Team
  • Enjoy a seamless implementation experience
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.

View job vacancies