An institutional approach for managing family wealth across generations
EQR’s Family Office Services was created in 2018, although our experience and expertise in managing family wealth stem from our incredible team of experienced professionals. There is far more to protecting, growing and monitoring assets than just choosing the right investment strategy, vital though that is.
Managing and nurturing family wealth
Whether you are an entrepreneur or an inherited wealthy family, solid foundations are essential. It is vital to establish a family strategy with short term and long term objectives, supported by an efficient and organised platform to deliver your family’s ambitions. Philanthropy can be part of one of these objectives, where a common goal can be a means to further unite the family and offer unique educational virtues.
One philosophy, three key components
Aligned to your needs and objectives, we make full use of diversification opportunities by building from the broadest base of investment managers and tools, and extending, when appropriate, into non-traditional and illiquid assets. We accompany you through the journey of 1. devising your strategy, 2. deciding on your portfolio architecture and 3. selecting and coordinating your multi-asset and multi-manager platform.
Complexity made simple
We extend a one-stop shop Global Custody offering with a single entry point, providing a full and comprehensive overview of your total wealth. Best-in-class tailor-made reporting identifies opportunities and risks. Our around-the-clock trading provides maximum flexibility and seamless coverage across all significant asset classes and markets.
How to set your family ownership group for success
The quality of the decisions a family system makes depends a great deal on the individual and collective capabilities of its owners. Engaging effectively and productively as family owners requires continuous training and development.
— Talk to us today to learn more