How We Serve You: Family OFFice
IEQ Family Office: Architecting Wealth for Multi-Generational Impact
At IEQ, our family office operates as your CFO and CIO, coordinating every piece of your financial life while you focus on running your business, spending time with family, and pursuing what matters to you.
Your Family Office Blueprint
We design a structure that supports your unique vision and values. Every layer is deliberately designed together, so that decisions made in one area strengthen others. The result is a financial structure that holds under complexity, scales with your life, and endures across generations.
FOUNDATION
Estate Planning Strategy
For families at this level of wealth, estate planning structures may require ongoing attention and maintenance. We work alongside your estate attorney, architecting structures that reflect your values, timeline, and intentions for the people and causes you care about. This includes entity structuring and trust design, pre-liquidity gift planning coordinated in advance of business sales or distributions, charitable vehicles such as donor-advised funds and private foundations, beneficiary designations across accounts, and regular plan reviews as your life, relationships, and tax laws evolve.
Income Tax Strategy
Your income tax strategy should evolve alongside changes in your financial picture and the broader tax landscape. We take the time to understand your current tax position in light of your balance sheet and family goals, introduce relevant income tax planning strategies in light of upcoming personal and tax law changes, and help implement desired strategies with your CPA and attorney.
IEQ Capital does not provide tax or legal advice.
IEQ Capital does not provide tax or legal advice.
Core Structure
Global Asset Analysis & Optimization
Your wealth likely sits across multiple custodians and entities, liquid investments, private fund interests, real estate, operating businesses, and direct co-investments. We examine everything together. When you are considering a major purchase, a capital deployment, or a shift in how your assets are allocated, we model the full picture before you act, working through concentrated position management, evaluating outside investment opportunities, and constructing strategies tailored to your situation.
Consolidated Reporting & Asset Tracking
We track assets across every account and entity you hold, whether it is held with us or not, and deliver reporting that shows your complete financial picture in a single view. Custom dashboards are accessible in real time via desktop, mobile, or tablet, organized around how you think about your wealth rather than how custodians happen to classify it.
Risk Management
We conduct comprehensive reviews of property and casualty policies to ensure limits, carriers, and structures align with your risk profile. By coordinating with your insurance advisors, we help identify opportunities and areas of exposure.
Functional Floors
Liquidity Planning & Cash Flow Analysis
Managing capital calls, estimated tax payments, inter-entity transfers, and operating distributions means having the right cash in the right account at the right time. We manage liquidity across your accounts and entities, maintaining a forward-looking calendar that plans for known obligations and upcoming events.
Integrated Banking & Credit Solutions
We maintain working relationships with private banks that serve families at your level, and we bring those relationships directly into your planning. We support mortgage sourcing and refinancing, evaluate borrowing decisions alongside their investment and tax implications, and when your situation calls for tailored lending arrangements, we can help guide you through the analysis and process.
Systems & Networks
Technology & Digital Infrastructure
Our platform pulls together data from your custodians, banks, private fund administrators, and other asset holders into a single, real-time view. Routine operations run automatically. Your advisory team, CPA, and estate attorney all work from the same data, which keeps everyone aligned and reduces the back-and-forth that typically falls to you.
Curated Network of Third-Party Professionals
We keep your advisors, estate attorneys, CPAs, insurance specialists, and private bankers aligned and connected. When you need a new professional, we draw on a vetted network, manage the onboarding, and integrate them into your existing advisory structure.
Purpose & Legacy
Philanthropic Strategy
Giving, done with intention, requires structure. We help you build a giving plan that reflects your values and makes the most of available tax benefits, engaging the next generation in the process where appropriate. This includes the strategic use of donor-advised funds, private foundations, and other vehicles suited to your situation.
Family Dynamics Advisory
Alongside charitable planning, we work with your estate team to prepare your wealth for transfer across trusts, family entities, and direct gifts, and help you think through how and when to bring the next generation into those conversations.
Where Rigorous Process Meets Singular Focus
Our investment philosophy is grounded in deep due diligence, analytical rigor, and disciplined selection. Through our institutional network and a dedicated research team, we source and vet private market opportunities that are often closed to non-institutional investors. Our platform and relationships can open doors that individual families, even very wealthy ones, rarely access on their own.
Learn How We Invest
Designed With You in Mind
Entrepreneurs and Business Owners
You have built a business and now face decisions about liquidity events, concentrated stock positions, entity structuring, and transitioning wealth to the next generation while potentially staying involved in the business.
Private Equity and Venture Capital Partners
You are managing carried interest across multiple funds, dealing with capital calls and distributions, tracking K-1s from dozens of entities, and coordinating personal investments alongside your fund investments.
Corporate Executives
You have significant equity compensation (RSUs, options, ESPP), restricted trading windows, 10b5-1 plans to manage, and you are trying to diversify out of concentrated positions while navigating company compliance requirements.
Multi-Generational Families
You are coordinating wealth across multiple generations, managing trusts and family entities, thinking about succession planning, and trying to educate the next generation while preserving family values around money.
Families with Complex Asset Structures
You own a mix of liquid investments, private equity and venture investments, real estate holdings, operating businesses, and possibly art or other alternative assets. You need someone to track it all and give you a complete picture.
Pre-Liquidity Planning
You are 12-24 months away from a potential liquidity event (IPO, acquisition, fund distribution) and need to structure things properly before the event happens to optimize taxes and set up the right wealth structure.
Start with a Conversation
We help families reduce complexity, coordinate their advisory team, and gain complete visibility across their wealth.
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