Estate planning provider
Equiom
Private wealth, fiduciary and family office provider
Private wealth and fiduciary services covering estate planning, succession, trustee work and family office support.
At a glance
- Provider type
- Private wealth, fiduciary and family office provider
- Global reach
- High
- Primary audience
- HNW families, entrepreneurs, family offices and intermediary advisers
- Wills / executorship
- Available
- Trusts / foundations
- Strong
- Cross-border estates
- Strong
- Tax / legal coordination
- Local scope varies
- Family governance
- Strong
- Probate / estate administration
- Available
- Philanthropy
- Available
What type of estate-planning provider is this?
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.
Confirm which entity is providing legal, tax or fiduciary services. These may be delivered by separate regulated firms.
Who it may suit
Equiom may be relevant to HNW families, entrepreneurs, family offices and intermediary advisers.
Which jurisdictions does the provider support?
Published global reach: High.
Published reach is high. Multi-jurisdiction capability — confirm the relevant estate, trust and legal jurisdictions directly.
Wills, will trusts and executorship
Wills, will trusts, probate and executorship are referenced within the private wealth offering. Confirm the office and entity.
Will validity and recognition depend on local law. A provider may coordinate legal drafting rather than draft the will itself.
Trusts and foundations
Trustee, private foundation and wealth structuring services.
Trust and foundation treatment varies materially between jurisdictions.
Cross-border estates
Strong cross-border estate support.
Questions can include property in more than one country, beneficiaries living abroad, business interests, different inheritance laws, recognition of wills, where assets are situated, and where the family lives. Confirm which of these the provider actually coordinates.
How tax and legal advice is coordinated
Tax and estate planning plus multi-jurisdiction structuring. Local scope varies.
Published coordination is not a statement that the provider itself gives every form of legal or tax advice.
Family governance and succession
Strong family governance and succession support.
Family constitutions, councils, ownership transitions and family-business succession should be confirmed against the entity that would actually do the work.
Probate and estate administration
Available in relevant service lines and jurisdictions.
Probate is not a single process that works the same way in every country. Collecting assets, paying liabilities and making distributions can each depend on the local court and the local law.
Philanthropy and legacy planning
Available within private wealth and foundation structures.
Service model
Director-led private wealth and fiduciary service.
How estate-planning fees are structured
Fees are engagement-specific. A written scope may cover advisory work, legal drafting, trustee setup, an annual trustee fee, estate administration, probate, foundation administration or family-governance work. Only the items the provider actually offers should be on that schedule.
Request a written scope and fee schedule.
Questions to ask
These are questions for the provider. This page does not answer them.
Which jurisdiction will govern the estate plan?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Do you provide legal advice directly?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Who drafts the will?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you coordinate wills in more than one country?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you act as professional trustee?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you act as executor?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Do you administer estates?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Do you support foundations?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you coordinate forced-heirship issues?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you coordinate tax advisers in different jurisdictions?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you work with my existing lawyer or accountant?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Do you support family governance?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Can you help with family-business succession?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Do you support philanthropy?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Which legal entity provides the service?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Is there a minimum wealth level?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
How are ongoing trustee/administration fees calculated?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
What happens if my country of residence changes?
Ask Equiom directly. The published material reviewed for this page does not answer this for your situation.
Sources and review
Reviewed 7 October 2026.
- Service page
https://www.equiomgroup.com/private-wealth
The provider’s published service description used for this page.
- Provider page
https://www.equiomgroup.com/news/recognition-and-responsibility-equioms-commitment-private-wealth-and-family-office-excellence
A further public page from the provider. It does not mean WiT Access has an agreement.
- Evidence page
https://www.equiomgroup.com/private-wealth/wealth-structuring-succession-planning
Further public material reviewed alongside the service page.
Information is based on publicly available provider information reviewed by WiT Access. Estate-planning, trust, probate and inheritance rules vary by jurisdiction and can change.
WiT Access provides general information and comparison resources. Estate planning, wills, trusts, inheritance, probate and succession rules vary by jurisdiction and personal circumstances. Nothing on this page constitutes legal, tax, financial or investment advice.
WiT Access does not determine whether a particular will, trust, foundation or succession structure is legally effective or tax appropriate.
Where several jurisdictions are involved, coordinated advice from appropriately qualified legal, tax and fiduciary professionals may be required.