Equiom Private Office

Equiom Private Office

Equiom Private Office

The Equiom Private Office is a dedicated, specialist team of senior practitioners who tailor services to meet the individual requirements of clients – be they high net worth individuals or wealthy families.

Our approach involves building a customised team around each client’s circumstances, creating strong personal rapport and ensuring the most intelligent and efficient solutions are delivered.

Our expertise is born out of years of providing market leading services. We understand more than most that wealthy families are confronted by ever changing and increasingly complex financial and regulatory environments. Whatever our clients’ circumstances, sound decisions must be based on facts and expert, professional advice. We work closely with a global network of trusted intermediaries and can therefore provide tailored solutions to achieve optimal results.

In a competitive market place, the Equiom Private Office team ensures that clients feel confident in our people, our services and our recommendations.

Equiom Private Office services include:

  • Family advisory services including estate, succession and tax planning
  • Development of Special Purpose Vehicles (SPVs) and other more technically and secretarially intensive corporate structures
  • Residential and commercial real estate advisory

Other related services

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It’s important to us to understand what issues and outcomes our clients could face, and to make sure that we’re keeping them informed so that they are best placed to deal with whatever happens.

The Equiom Way
Matt Tabb, Chief Marketing Officer

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