IEQ Capital is an independent registered investment adviser and wealth management firm that provides portfolio management, investment advisory and family‑office services to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts and foundations nationwide. As of 3/31/2026 IEQ manages $46.6 billion in RAUM. The firm operates as an independent RIA and delivers personalized family‑office solutions while implementing a differentiated investment model that constructs tax‑efficient, endowment‑style portfolios. Portfolio allocations include meaningful commitments to niche, non‑bank‑platform alternative investments and opportunistic real estate alongside traditional holdings. IEQ emphasizes tax efficiency and endowment‑style diversification in structuring client portfolios rather than acting as a conventional institutional fund manager. The combination of scale, family‑office capabilities and a deliberate allocation to niche alternatives and opportunistic real estate defines IEQ’s distinguishing characteristic.