Taxation, Financial Planning & Corporate Strategy

IEQ Capital Opens New San Francisco Office, Expanding Bay Area Presence

IEQ Capital announced today the opening of a new office at 525 Market Street in San Francisco, California, marking the firm’s third Bay Area location. This expansion builds on IEQ’s headquarters in Foster City and the recent opening of its Lafayette office. 

The new San Francisco office underscores IEQ Capital’s continued growth and commitment to serving ultra-high-net-worth families, entrepreneurs, and institutions across the Bay Area. By expanding its presence, IEQ is positioned to strengthen client relationships and deliver direct access to the firm’s broad platform of public and private investment opportunities. 

Aaron Price, Partner at IEQ Capital , commented, “Opening a San Francisco office reflects the evolution of our firm and the importance of the Bay Area to our clients. With three locations across the region, we are expanding our ability to meet families and entrepreneurs where they are, while continuing to provide the expertise and resources they expect from IEQ.” 

Megan Whyte, Partner and Chief Client Officer at IEQ Capital , added, “San Francisco represents an important step in IEQ’s expansion. Having a presence in the city allows us to be even more connected to our clients’ day-to-day lives and businesses and ensures we can collaborate closely as they navigate complex financial decisions.” 

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