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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
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgsan francisco
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgsan francisco
Industry
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

Company
IEQ Capital
Location
San Francisco, California, United States
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.
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