We are proud to announce the expansion of our Family Office team with the hiring of Terence "Terry" Condren, CFP. Condren will join the our Boston office as a Managing Director and Senior Wealth Strategist.

Mr. Condren will serve alongside Christie Olsson, Managing Director and Senior Wealth Strategist. Ms. Olsson joined IEQ Capital in 2021 to enhance its Family Office offering, and she continues to serve clients from the firm's San Francisco Bay Area office.

Ms.Olsson and Mr. Condren have over four decades of combined experience in providing estate and financial planning services to ultra-high-net-worth clients. Both are former practicing attorneys with experience at multiple financial institutions (most recently UBS and Wells Fargo Private Bank for Olsson; First Republic Bank and UBS for Condren), and the duo brings a deep understanding of the unique challenges facing ultra-high-net-worth individuals and families. By leveraging their extensive experience in estate planning, family dynamics, risk management, and tax optimization, the team provides IEQ clients with enhanced bespoke planning solutions while also strengthening the our Family Office offering across the United States.

Alan Zafran, Co-CEO and Founder, said "We are delighted to welcome Terry to IEQ Capital. His depth of experience, reputation in the industry, and collaborative process make him a great addition to our team and an important resource for our clients."

"I admire IEQ's commitment to planning solutions along with its values-driven culture. This partnership not only enables me to establish new relationships but also provides a platform to offer my services to a wider network of ultra-high-net-worth clients," said mr. Condren. 

The addition of Ms. Olsson and Mr. Condren to IEQ Capital reflects the firm's ongoing commitment to attract top industry talent and offer an unparalleled level of expertise and service to its ultra-high-net-worth clients through its Family Office services. IEQ Capital Family Office strives to go beyond investments to identify and manage the unique needs of its clients with a holistic, integrated approach.