IEQ Capital
IEQ Capital is a leading independent investment advisory and wealth management firm redefining the modern family office experience. The firm delivers highly personalized wealth advisory and multi-family office services to ultra-high-net-worth individuals and families across the United States. IEQ Capital combines deep expertise across public and private asset classes with strong institutional relationships and an extensive network that provides access to exclusive private investment opportunities. Its investment approach emphasizes sourcing, negotiating, and structuring customized solutions across equities, fixed income, private equity, venture capital, real assets, and other alternative investments. In addition, IEQ Capital actively researches emerging opportunities, conducts rigorous due diligence, and continuously monitors portfolios, applying disciplined risk management and thoughtful structuring to help preserve and grow client wealth over the long term.
ABOUT IEQ CAPITAL
IEQ Capital is a leading independent wealth management firm and alternative investment solutions provider serving ultra-high-net-worth individuals and families.
The firm takes a dynamic, forward-looking approach to portfolio management, continuously monitoring market conditions to identify opportunities and adjust client exposure as needed.
IEQ Capital designs highly customized investment solutions that integrate public market strategies with exclusive private investment opportunities, helping clients navigate complexity and pursue long-term financial success across market cycles.
IEQ CAPITAL SERVICES
Wealth Advisory Services – Comprehensive, high-touch wealth management tailored to ultra-high-net-worth individuals and families, integrating investment strategy, liquidity planning, and long-term financial goals.
Multi-Family Office Services – Holistic family office solutions including financial coordination, governance support, reporting, and oversight designed to simplify complex financial lives.
Public Markets Investment Management – Actively constructed and monitored portfolios across equities, fixed income, and liquid alternatives, aligned with client risk tolerance and objectives.
Private Markets and Alternative Investments – Access to exclusive private equity, venture capital, private credit, real assets, and other alternative investment opportunities sourced through IEQ’s institutional network.
Investment Sourcing and Due Diligence – Rigorous research, underwriting, and due diligence processes to evaluate new investment opportunities across public and private markets.
Portfolio Construction and Risk Management – Customized portfolio design with an emphasis on diversification, downside protection, and disciplined risk management across market cycles.
Estate, Tax, and Legacy Planning Coordination – Strategic collaboration with external legal and tax advisors to support estate planning, generational wealth transfer, and philanthropic goals.
Customized Investment Structuring – Negotiation and structuring of co-investments, fund commitments, and direct investments tailored to client needs and preferences.
Ongoing Portfolio Monitoring and Reporting – Continuous oversight, performance analysis, and transparent reporting to ensure portfolios remain aligned with evolving objectives.