Epic Financial
Epic Financial

 Family Office Services   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.