IEQ Capital Family Office

Overview

IEQ Capital, LLC is registered with the U.S. Securities and Exchange Commission under SEC file 801-115278 and CRD 301819. The firm provides integrated family office and investment services, coordinating financial, tax, estate, liquidity, lending, risk, technology, philanthropic, and family legacy matters.¹²

History

IEQ Capital was founded in 2019 by a team that previously co-founded Luminous Capital. Luminous Capital grew to $5.5 billion before its acquisition by First Republic Bank in 2012. IEQ says its team brings more than 30 years of investment expertise and two decades of collaboration among its founding team.³

Timeline

1. 2012Luminous Capital grew to $5.5 billion before its acquisition by First Republic Bank in 2012.
2. 2019IEQ Capital was founded in 2019 by a team that previously co-founded Luminous Capital.

Leadership

IEQ’s team page lists Alan Zafran, Eric Harrison, and Rob Skinner as Founders and Managing Partners. Frank McFarland and Jeff Westsmith are listed as Founding Partners.⁴

Services

IEQ’s family office operates as a client’s chief financial officer and chief investment officer. It coordinates investment, tax, estate, liquidity, lending, risk, technology, philanthropic, and family legacy matters. Services include estate planning strategy, income tax strategy coordination, global asset analysis, consolidated reporting, risk management, liquidity planning, cash flow analysis, and lending strategy.²

The firm researches public and private markets and says it sources institutional-quality strategies and private opportunities that are often unavailable to individual investors. Its 2025 alternative investment review analyzed more than 440 opportunities and approved 18 investments, representing a 4% acceptance rate.⁵

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client Focus

IEQ serves entrepreneurs and business owners, private equity and venture capital partners, corporate executives, multi-generational families, families with complex asset structures, and clients preparing for liquidity events.²

Approach

IEQ describes an investment process centered on deep due diligence, analytical rigor, disciplined selection, long-term resilience, cash flow, and risk-adjusted returns.⁵

Assets and Fees

IEQ reports approximately $56,765,635,111 in regulatory assets under management as of December 31, 2025, including discretionary and non-discretionary assets. The firm states that management fees are generally up to 1% annually, vary according to client and account factors, and may include negotiated minimum fees.⁶

By the numbers

FAQs

Related resources

• LocationMultifamily offices in California

  This directory helps California families compare multifamily office options by location and service focus. For someone considering IEQ Capital, it offers a way to place tax planning, estate planning, philanthropy, insurance, and private investments within the broader California market.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and related estate planning decisions. A business owner or family reviewing IEQ Capital can use these materials to identify questions about transferring wealth, coordinating advisers, and preparing for family or charitable goals.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to understand how families with businesses, substantial assets, or complex financial needs think about governance, investments, philanthropy, and the services they may seek from an adviser.

• GuideQuestions to ask a multifamily office

  This question guide gives families a structured way to assess a multifamily office before an introductory meeting. Its prompts can help an IEQ Capital prospect ask about tax and estate planning, insurance, philanthropy, private investments, client fit, and the coordination of outside professionals.

• Similar firmsAndina Capital Management, LLC
  Catalyst Family Office
  Centura Wealth Advisory

  Profiles of Andina Capital Management, LLC, Catalyst Family Office, and Centura Wealth Advisory provide nearby points of comparison on this site. Reviewing these firms can help a family or business owner clarify which services, client types, and investment approaches matter when considering an adviser such as IEQ Capital.

Sources

1. SEC Investment Adviser Public Disclosure report
2. IEQ Capital, Family Office
3. IEQ Capital, Our Story
4. IEQ Capital, Team
5. IEQ Capital, Investment Research
6. IEQ Capital, 2026 ADV and CRS

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.