Family Office: An experience beyond wealth
We are a Silicon Valley-based Multi-Family Office and Institutional Style-Investment Manager. We focus primarily on families and institutions in excess of $100+ million in net worth.
What we offer goes beyond investment guidance and managing your finances. It encompasses access to a premier selection of opportunities, and a comprehensive, personalized approach to ensure what you’ve built lasts.
Our Advantage
As your primary partner, we use our first-class network to optimize all aspects of your family and financial life. Working with us means access to exclusive investment options, cutting-edge technology, and highly-skilled experts.
Our Approach
We create customized plans that best suit your needs — we’ll never fit you into existing products and you’ll have flexibility over your investment decisions. Our clients trust us to always work in their best interests.
Our Results
Our family office team manages your strategic concerns at the highest level with the help of our best-in-class partners, while our portfolio managers offer sound financial guidance focused on your generational wealth goals.
Our Services
Skilled investment advice is critical to a successful wealth management experience, but it’s only part of the equation. Using our deep expertise and unparalleled network, we’re able to custom-build a plan to fit all of your unique needs and goals, with services including:
- Tax, Trust, and Estate
- Credit and Lending
- Philanthropy
- Family Services
Working with EPIQ doesn’t just cover an aspect of your life, but the totality of what matters to you.