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Provider profile

Equiom

Private-client tax, fiduciary and real-estate structuring provider

Private-client tax and fiduciary work integrated with international real-estate ownership. This is a professional administration model, not a mass-market filing service.

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Equiom logo

Profile summary

Provider model
Tax adviser
Primary audience
HNW families, entrepreneurs, family offices and intermediary advisers

Coverage

Why WiT Access covers this provider

WiT Access includes Equiom in its estate planning comparison because private-client tax and fiduciary work integrated with international real-estate ownership. This is a professional administration model, not a mass-market filing service. It is set beside other providers on the countries covered and whether the work is advice, filing or administration.

At a glance

Provider type
Tax adviser
Primary service
Estate planning
Client type
HNW families, entrepreneurs, family offices and intermediary advisers
Featured service areas
Estate planning, Trusts, Succession, Ownership structures, Property tax
Official website
www.equiomgroup.com/private-wealth
Last reviewed
8 October 2026

Profile

Private wealth and fiduciary services covering estate planning, succession, trustee work and family office support. Equiom is a private wealth, fiduciary and family office provider. Trustee, foundation and succession services sit alongside private wealth planning. Confirm which office and legal entity would act.

Published reach is high. Multi-jurisdiction capability — confirm the relevant estate, trust and legal jurisdictions directly.

Equiom appears in Estate planning: Compare fiduciary, trust and succession services for families with ties in more than one country. Trusts: Compare trustee, foundation and fiduciary administration. Succession: Compare succession and estate administration across borders.

Who it may be relevant to

  • May be relevant to hNW families, entrepreneurs, family offices and intermediary advisers.

How the service works

Service model
Private wealth, fiduciary and real-estate structuring.

Notable characteristics

  • Recorded audience: HNW families, entrepreneurs, family offices and intermediary advisers

Questions to confirm

  • Which countries and client residences can this provider serve?
  • Which legal entity would hold the account, custody or advice relationship?
  • Are minimum balances or investment amounts required?
  • How does a later move affect access, reporting or the mandate?
  • What fees apply, and which of them are published?
  • Which countries does this provider advise on, and in which is it regulated?

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Related guides and tools

Sources and review

Last reviewed: 8 October 2026

This profile is based on public provider information reviewed by WiT Access. Product availability, fees, eligibility and regulatory arrangements can change.

WiT Access provides general information and comparison resources. This profile is not a personal recommendation or suitability assessment. Availability, pricing, eligibility and regulatory arrangements should be confirmed directly with the provider.