Solution introduction

Empowering family offices globally

As the family office space expands and diversifies, our enhanced offering has been designed to support the increasingly complex requirements placed on family offices by their ultra-high-net-worth (UHNW) families to protect and grow their private capital for generations to come

The needs of UHNW clients are increasingly sophisticated, diversified and competitive. So we have mobilised a powerful combination of global experience, local expertise, in-depth understanding and cutting-edge technology to surpass expectations and advance the efficacy of family office support services. 

Whether you represent a single family office, multi-family office or are looking to establish or expand a virtual family office set-up, IQ-EQ's Family Office Services can provide you with an unrivalled continuum of support.

Having serviced the UHNW community for over 50 years under the umbrella of our Private Wealth segment, we have seen our clients embracing more sophisticated governance as well as increasingly international and multi-asset class investment strategies. In developing Family Office Services, we recognised the need for a dedicated, cross-segment offering that would cover both traditional fiduciary and administration services as well as more recent requirements, such as ESG and KRI reporting, deal flow, regulatory and tax compliance, philanthropy, alternative and luxury asset services.

With Family Office Services, we bring together a range of key services across all of our core segments – including, most notably, Funds & Institutional, given the increased demand for co-investment vehicles from UHNW families and their family offices. Our enhanced offering encompasses specialised niche support teams, access to our bespoke IQ-EQ Compass multi-asset class reporting platform, presence and expertise in 23 jurisdictions, and extensive experience servicing the full spectrum of asset classes.

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