Why Epiq
01
We’re a private wealth advisor built for those who think independently and live intentionally.
02
We work on a flat-fee model, limiting bias and reducing moral hazard.
03
When you work with EPIQ, it won’t feel stuffy or uncomfortable. It will feel like finding your people.
Our expertise
Financial Planning
- Customized for personal values & goals
- Scenario/what-if analysis
- Next step advice
Portfolio Management
- Appreciation, Income, & Preservation Strategies to meet your goals
- Public market equity, fixed income, & alternatives
- High quality access to private equity, credit, & real estate investments
Liquidity & Cash Flow Management
- Analysis and solutions to meet your needs
- Recurring and ad-hoc fund transfers welcome
- Our flat, retainer fee structure mitigates bias from asset location
Asset-Based Lending Solutions
- Pledged asset credit lines
- Asset discount mortgages
Coordination with Tax Planning Professional
- Meeting initiation and participation
- Deliver income estimates
- Gather and share investment related documents (1099s, K-1s, etc.)
Coordination with Estate Planning Professional
- Meeting initiation and participation
- Understand structure and store documentation
- Deliver investment solutions based on estate plan
Education Planning
- Analysis and advice
- 529 account set up, and maintenance
Charitable Planning
- Recurring and ad-hoc gift analysis and processing
- Gifting of appreciated stock
- Donor-Advised Fund set up and maintenance
Next Generation Education
High Quality Referrals for M&A Consultation
Our Team
Thoughtful, experienced, and ready to help.
Engage
We will be in touch within 48 hours of your submission.