IEQ Capital is an independent registered investment adviser (RIA) that specializes in ultra-high-net-worth wealth management and family office services. The firm manages $36 billion in assets and offers tailored solutions that blend public and private market investments with comprehensive legacy planning. With over 30 years of experience, IEQ Capital operates as a fiduciary, prioritizing client interests through its employee-owned structure. The firm provides a range of services, including wealth management with endowment-style portfolios and customized risk management solutions. Their family office services focus on holistic planning, coordinating with professionals to optimize estate structures and mitigate risks. IEQ Capital also offers technology-driven reporting for real-time portfolio analytics and legacy strategies that align financial goals with family values. IEQ Capital primarily serves ultra-high-net-worth families and individuals, emphasizing discretion and scalability in their approach. The firm is recognized for its commitment to intellectual excellence and emotional connection, ensuring that client relationships are both rigorous and personalized.