Equiom Group

Equiom Group is a fiduciary and professional services firm with over 45 years of operating history, serving UHNW families, single-family offices, and institutions across 11 jurisdictions. Its private wealth offering is built around trust and estate administration, wealth structuring, succession planning, and the governance arrangements that keep complex cross-border structures functioning over time. Families dealing with assets or family members spread across multiple regulatory environments will find Equiom's multi-jurisdictional footprint in the Crown Dependencies, Middle East, and Asia directly relevant.

What distinguishes Equiom from generalist administrators is its stated focus on staying within private wealth and fiduciary services rather than expanding into fund administration or other institutional lines. Teams are described as director-led, with advisors expected to provide strategic input alongside administrative execution. The firm also offers luxury asset management for private jets, superyachts, and high-value property, and serves as Master Trustee for the DIFC Employee Workplace Savings plan in the UAE, indicating depth in regulated trustee roles beyond family wealth alone.

The private wealth and family office service offering covers:

• Trust and estate structuring, wills, probate, and executorship
• Wealth structuring and succession planning across jurisdictions
• Family office advisory spanning SFO, modular, and hybrid models
• Luxury asset acquisition and ongoing management
• Tax compliance and indirect tax advisory
• Coordination with law firms, investment managers, and banking partners

Pricing is not publicly disclosed, and the firm does not appear to offer proprietary portfolio reporting technology. Family offices seeking a technology-first platform for portfolio analytics will need to source that separately. Equiom is best suited to families who need a trusted operational and governance partner across multiple jurisdictions, not those looking for a single-system reporting or investment management tool.

• Trust and estate administration
• Wealth structuring and succession planning
• Family office setup and ongoing advisory
• Luxury asset acquisition and management
• Tax compliance and advisory
• Corporate entity formation and administration

• Trust and estate planning services including wills, probate, and executorship
• Wealth structuring across multiple jurisdictions including Crown Dependencies
• Single-family office, modular, and hybrid family office models
• Luxury asset management for private jets, superyachts, and high-end property
• Tax compliance and indirect tax advisory
• Corporate entity formation and management
• Independent director and company secretarial services
• Escrow agent services for high-value and cross-border transactions
• Employee equity plan and share plan administration
• SPV management for private equity and M&A transactions

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated director-led relationship teams by jurisdiction and service line, with direct email and phone contact provided per team member.