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.
- UHNW
- Foundation and endowments
- Family office
Increased globalisation of family office
Greater use of alternative assets
Greater philanthropic and ESG/impact investing interest
Unprecedented wealth transfer
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
