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A family office is a center for managing
and preserving family wealth. It serves the financial and
lifestyle needs of a family and its future generations by
helping them manage all their different assets, interests,
and needs.
The main components of a family office
service usually include :
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Financial and Estate Planning |
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Trust Administration |
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Investment Monitoring and Pooling |
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Asset allocation |
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Performance Measurement |
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Insurance Coordination |
Our team of affiliated family office
specialists has particular expertise in money and
Individual asset management
and can provide the following additional services
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Establishing investment objectives and strategy |
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Managing assets objectively for both income and remainder
beneficiaries |
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Providing ongoing portfolio management and oversight,
with an emphasis on tax implications |
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Reviewing portfolio regularly for quality, performance
and compliance with objectives |
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Managing liquidity and reinvestment |
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Periodically reviewing account with principal |
At EPIC, we have a dedicated
team of family office specialists ready to help you. Contact
us to find out what we can do for you.
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Investment Advisory Services offered through
Epic Wealth Advisors, Inc., a Registered Investment Advisor.
EPIC Wealth Advisors is registered to offer securities in the State of California.
EPIC Financial Insurance Services does business as EPIC Financial. |
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