Investment Banks

At EPIC, we work closely with local and national banks, investment managers, and financial institutions.

We are career specialists in estate, investment, tax, and international planning, with 20 years of experience in advising successful businesses and clients, from professionals to entrepreneurs and venture capitalists. We offer the following services, among others :

• Tax Strategies– Cutting-Edge Products and Techniques
• Estate Planning– Estates of $5 to $250 Million
• Philanthropy and Gifting Proprietary Strategies and Software
• Investment Management– Independent Money Management and Proprietary Funds
• Offshore Structures – Offshore Trusts and Private Placement Services
• Tax-Deferred Plans – Annuities, Private Placement Structures
• Exit Strategies – Conventional to ESOP and Capital Gains Strategies
• Executive Compensation – Full-Service Design and Administration

We have helped practices add anywhere from $25,000 to as much as $250,000 to their bottom line. But whether you decide to partner with us on a revenue-sharing or non-revenue sharing basis, we can help you expand your business while helping you strengthen your relationships with your existing clients.

Click here to see a list of the reputable firms who have already decided to work with us. Or contact us to arrange a telephone or in-person consultation.