IEQ Capital acquires EPIQ Capital Group to form ~$32 billion Investment Advisor and Multi-Family Office
IEQ Capital acquires EPIQ Capital Group to form ~$32 billion Investment Advisor and Multi-Family Office
08/27/24, 4:25 PM
Location
san franciscosan franciscoIndustry
finance
family
IEQ Capital, a leading independent advisory firm, strategically acquired EPIQ Capital Group, a multi-family office and investment firm, to create a highly synergistic and complementary partnership. The combined company will have ~$32 billion in AUM and an expanded footprint in key cities across the U.S., reinforcing the commitment to providing high-quality wealth advisory and family office services.
Company Info
Location
San Francisco, Panamá Province, Panama
Company info
IEQ Capital was founded in 2019 as an independent advisory firm by a team of advisors and entrepreneurs who wanted to take the next step forward, focusing on clients and investment excellence without the distractions and limitations of working in a larger organization. IEQ provides a combination of high-touch wealth advisory and family office services to high-net-worth clients throughout the country. Leveraging a broad understanding of asset classes, deep institutional relationships, and a network that provides access to exclusive private investment opportunities, IEQ focuses on sourcing, negotiating, and structuring a range of public and private investment solutions designed to meet clients' needs.