Family Office

Equiom's family office services

Our clients are diverse, but share similar concerns regarding how and when to pass on wealth to younger generations.

Equiom has been serving multi-generational families for decades, from providing specialist technical planning and advice for individual family offices to delivering all-encompassing family office management services.

We understand that every family’s circumstances are unique and you can rest assured that your affairs are looked after in a professional, efficient and discreet manner.

We are proud to partner with globally recognised organisations including banks and wealth managers. We are adept at handling complex family matters and we offer a variety of ancillary services to help manage wealth, using structures that are tailored to meet individual requirements. Each of these can be provided in a number of jurisdictions, driven by our clients’ needs and the specific business advantages that the chosen location offers.

Our team can provide fiduciary and accounting services (including staff payroll), tax and estate planning and assistance with lifestyle management such as purchasing assets, travel, health and education. Equiom is more than just a service provider - we are extended members of your family, here to help you with your affairs - however big or small.

Our family office services include:

  • Family and corporate governance
  • Family advisory
  • Independent trustee and advisory
  • Wealth solutions
  • Estate and succession planning
  • Philanthropy advisory
  • Concierge and lifestyle management
  • Property advisory
  • Corporate services

 


Download our Family Office Information Sheet 

Download our Family Office Brochure - Europe or Family Office Brochure - Asia