Steve Sokic

Spear’s Review

Steve Sokic is IQ-EQ’s group head of private wealth.

He is aware that, as UHNWs live increasingly global lives, their family offices must keep up. Off-the-shelf products do not fit this new environment as they perhaps did 20 years ago, at least in some circles. Rather, says Sokic, families require an ‘ecosystem’. IQ-EQ, therefore, provides structuring solutions for families via trusts, foundations, funds, and private funds, while liaising with law firms and other third parties to help families remain compliant – an issue that ‘has never been more critical’, according to Sokic.

In 2020, IQ-EQ announced the acquisition of Blue River Partners, the leading US-based provider of outsourced solutions to alternative asset managers.