Family Office Services

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 :

• Financial and Estate Planning
• Trust Administration
• Investment Monitoring and Pooling
• Asset allocation
• Performance Measurement
• 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 :

• Establishing investment objectives and strategy
• Managing assets objectively for both income and remainder beneficiaries
• Providing ongoing portfolio management and oversight, with an emphasis on tax implications
• Reviewing portfolio regularly for quality, performance and compliance with objectives
• Managing liquidity and reinvestment
• 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.

---

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.