Investor services provider IQ-EQ has launched its family office services offering to help support ultra-high net worth (UHNW) individuals with their complex cross-border requirements.
The firm said there was need to create a “dedicated, cross-segment offering” that covers both fiduciary and administration services; as well as ESG reporting, deal flow, regulatory and tax compliance, philanthropy, alternative and luxury asset services.
The offering also involves specialised niche support teams and access to the group’s bespoke investor solutions multi-asset class reporting platform.
It targets single and multi-family offices, as well as high net worth executives and entrepreneurs looking for a virtual family office set-up.
Focused and flexible
Steve Sokić, group head of private wealth at IQ-EQ, said: “Since our strategic rebrand to IQ-EQ last year, our guiding vision has been to continuously develop a deeper understanding of the individual needs of our clients in key market niches.
“This is how we stay competitive and bring value. We’ve added a number of key capabilities over the last few years and now by bringing together a dedicated cross-segment offering, which is relevant for and demanded by our many family office clients worldwide, we’re able to service their unique and evolving requirements better than ever.
“With the next decade set to be full of challenges and opportunities as trillions of dollars are passed down to the next generation, we want to make sure we’re as focused and flexible as possible to be trusted partners to our family office clients, and the families they represent, throughout their evolution and across generations.”
