We are pleased to announce that Lauren Hoffman has joined IEQ Capital as Managing Director, based in Houston. Hoffman will advise ultra-high-net-worth families, founders, executives, and institutions across the region, providing personalized guidance across investment strategy, wealth planning, and long-term financial decision-making.

Hoffman joins IEQ Capital from J.P. Morgan Private Bank, where she served as Executive Director in Houston advising clients on investment management, wealth structuring, and strategic planning. Prior to J.P. Morgan, she was a Financial Advisor at Merrill Lynch Wealth Management.

Her addition reflects our continued commitment to supporting clients across Texas and the broader Southwest with personalized wealth management, family office services, and institutional-quality investment resources delivered locally.

“Lauren brings thoughtful advice and a deep understanding of the complex needs facing ultra-high-net-worth families and business owners,” said Alan Zafran, Founder, Managing Partner at IEQ Capital. “Her experience and client-centered approach align closely with IEQ’s philosophy. As demand for integrated wealth management and family office services continues to grow in Houston, Lauren enhances our ability to support clients with highly personalized guidance and long-term planning.”

Houston remains an important market for IEQ as we continue to deepen relationships with families seeking comprehensive financial planning, private market access, estate strategy coordination, and customized investment management solutions. Our approach combines institutional investment capabilities with tailored advice designed around each client’s long-term objectives.

Hoffman earned her MBA from the University of Connecticut and holds a Bachelor of Arts in Political Science from Eastern Connecticut State University. She is also an alumna of The Fund for American Studies Program.