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Explore IV Heritage’s tailored events, concierge services, and family office solutions. Discover how our exclusive approach delivers proven ROI for members.

Family Office Services

Protect Your Wealth
Elevate Your Legacy

At IV Heritage, we offer a private and highly bespoke approach to supporting family offices. Whether navigating succession planning, governance, or making exclusive investment decisions, our discreet, invitation-only community is designed to empower ultra-high-net-worth families with the insights, connections, and strategies they need to thrive for generations.

01
Family Office Advisory & Governance:
A well-run family office is the cornerstone of generational wealth. We provide strategic guidance on governance structures, succession planning, and operational efficiency to ensure transitions and enduring prosperity. Our expertise helps families navigate complexity with clarity, preserving both wealth and values for future generations.
02
Private Circles, Events & Strategic Connections:
Knowledge, access, and discretion define our private events and exclusive investment circles. IV Heritage hosts a carefully planned calendar of thought-leadership forums, bespoke masterclasses, and private gatherings where families connect, share strategies, and explore co-investment opportunities. Our closed-door discussions allow members to exchange insights on governance, philanthropy, and the future of wealth, ensuring they remain at the forefront of global trends.
03
Strategic Connectivity & Legacy Partnerships:
In the world of family offices, the right connections are everything. Whether you are a principal seeking strategic alliances, a next-generation leader expanding your network, or a senior executive navigating key opportunities, we facilitate meaningful, high-value relationships. Through private peer-to-peer forums, curated introductions, and exclusive events, we ensure that every connection has the potential to shape your legacy, business, and influence.
Expand Your Network
Refine Your Circle
Lifestyle & Concierge

Your Global Access
Managed with intention

Whether you are visiting a financial hub, expanding your network, or ensuring your family’s needs are met, our concierge service is designed exclusively for family offices. We coordinate essential logistics, from private meeting arrangements to exclusive event access, so your time is spent where it matters most with strategic connections and premium experiences.

01
Global Business & Private Engagements:
From setting up key meetings with influential family offices to securing access to private member clubs and exclusive business summits, we ensure your travel aligns with your professional objectives. Whether in London, Dubai, or New York, we create tailored itineraries that maximise your time, connections, and opportunities.
02
Private Gatherings & Peer Networking:
We facilitate access to high-calibre, invite-only events, private dinners, and closed-door investment discussions, connecting you with like-minded families, industry leaders, and trusted advisors. Whether you wish to attend, host, or co-curate a bespoke gathering, we ensure every detail is discreetly handled.
03
Family & Education
Advisory:
From securing private school visits and university introductions for the next generation to arranging specialist relocation services, we ensure your family’s needs are met with discretion and expertise. Whether you are considering a move or simply exploring educational options abroad, our network and insights provide unparalleled support.
Uncover True Value
Generate Lasting Success

The IV Heritage Assurance

Independent and Trust Driven

Unlike sponsor-driven clubs or commercial events, IV Heritage operates purely on trust and authenticity. With no hidden agendas or external influences, we provide a truly neutral platform where families can engage openly, forge meaningful relationships, and access opportunities tailored to their vision.

01
A Private & Bespoke Experience

Every interaction at IV Heritage is discreet, personalised, and designed around your specific needs. Without sponsorships or corporate interests, we create an environment where your ambitions take centre stage, whether that means securing strategic connections, refining governance structures, or facilitating exclusive engagements.

02
Request Invitation
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TRUSTED BY 300+ UHNW MEMBERS WORLDWIDE

Frequently Asked Questions

01
What does the annual membership fee include?
02
How do you ensure privacy and discretion?
03
How often do you host events, and where do they take place?
04
May I invite my spouse, business partner, or peers to events?
05
What if I can’t attend certain events in person?