Lauren Garner Appointed as Managing Director at IEQ Capital
IEQ Capital, a prominent independent advisory firm managing around $41.7 billion in regulatory assets, is excited to announce Lauren Garner as the new Managing Director. Garner brings over 20 years of experience in wealth management, focusing on high-net-worth individuals and families.
A Deep Background in Wealth Management
Before joining IEQ, Lauren Garner served as the Chief Investment Officer at Mozaic, LLC, a multi-family office overseeing multi-billion-dollar client portfolios. Garner's extensive background in both public and private markets has equipped her with a diverse perspective on investment strategies and wealth management. Her new role involves guiding ultra-high-net-worth families in developing comprehensive estate strategies and investment plans.
Lauren's Vision for Client Services
Garner’s approach to wealth management is characterized by holistic financial guidance. She employs an endowment-style asset allocation strategy that takes into account both generational planning and tax efficiency. This methodology is designed to ensure families can achieve sustainable wealth while effectively managing their resources.
Words from Leadership
Frank McFarland, Founding Partner of IEQ Capital, expressed enthusiasm about Garner’s addition to the team. “We are thrilled to welcome Lauren to IEQ Capital. Her vast expertise in investment and asset allocation aligns perfectly with our philosophy of providing clients with the best possible guidance,” said McFarland.
A Proven Track Record
Before her tenure at Mozaic, Lauren Garner held significant positions at Pritzker Group and Perella Weinberg Partners Agility. In these roles, she advised family offices and foundations on asset allocation and selected viable investments for multiple clients. These experiences have furnished her with a wealth of knowledge in managing complex portfolios and client needs.
The Future of Wealth Management at IEQ Capital
IEQ Capital, founded in 2019, is dedicated to delivering personalized advisory services to affluent clients. The firm's unique approach blends institutional access with tailored planning, fostering long-term wealth creation across public and private markets. Garner's leadership will further strengthen IEQ’s service offering, focusing on the unique demands of wealthy families nationwide.
About IEQ Capital
IEQ Capital specializes in comprehensive advisory services for high-net-worth individuals and their families. Its commitment to personalized investment strategies, combined with estate and tax planning, has positioned IEQ as a leading choice for affluent clients seeking long-term financial security and growth.
Frequently Asked Questions
Who is Lauren Garner?
Lauren Garner is the newly appointed Managing Director at IEQ Capital, bringing over 20 years of experience in wealth management.
What is the role of a Managing Director at IEQ Capital?
The Managing Director oversees client portfolios, provides holistic financial guidance, and develops customized investment strategies for high-net-worth families.
What is the focus of IEQ Capital?
IEQ Capital focuses on delivering tailored advisory services that combine institutional investment strategies with personalized planning for long-term wealth creation.
When was IEQ Capital founded?
IEQ Capital was established in 2019 by a team of advisors dedicated to high-net-worth individuals and families.
What asset size does IEQ Capital manage?
IEQ Capital manages approximately $41.7 billion in regulatory assets under management.
