Wealth Solutions & Planning

Company overview:

IQ-EQ is a leading investor services group that brings together that rare combination of global expertise and a deep understanding of the needs of clients. We have the know-how and the know you that allows us provide a comprehensive range of compliance, administration, asset and advisory services to investment funds, global companies, family offices and private clients globally.

IQ-EQ employs a global workforce of 3,000+ people located in 23 jurisdictions, over 4,000 private wealth clients and family offices, and has assets under administration (AUA) exceeding US$500 billion. IQ-EQ works with seven of the top 10 global private equity firms.

Also part of the IQ-EQ group of companies are: First National Trustee Company (FNTC), Lawson Conner, Equitis, The Private Office and Peru & Partners.

To find out more about IQ-EQ visit

General Information:

  • • Wealth Solutions & Planning

The latest articles from IQEQ

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Wealth Solutions & Wealth Planning

Asian families on the cusp of the most significant intergenerational wealth transfer and the rise of the family office With 85% of Asia’s billionaires still the founders of their family businesses – in other words, first generation wealth creators – Asian families are on the cusp of the largest and most significant transition of wealth between first and second generations. In the process of this wealth transfer, cer...

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The latest events from IQEQ

3.00pm - 4.00pm HKT/SGT

Chinese Families & Wealth – Overcoming Governance & Estate Planning Challenges

Are HNW and ultra-HNW Chinese families from the Mainland adopting the appropriate strategies to enhance their business and family governance, to organise more structured and professional wealth planning and then to organise more effective estate and legacy transition? Th...

The latest event content from IQEQ

Wealth Solutions & Wealth Planning

Meeting the needs of business families in India Estate and succession planning, especially for business promoters, is becoming increasingly important in India in the search for smooth and effective ways to protect and transfer assets to the next generation. Professional advice is also now more widely accepted.