Epic Financial
Epic Financial

Family Office Development  Family Office Development

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 of their assets, interests, and needs.
The main components of a family office service usually include :
bullet Financial and Estate Planning

bullet Trust Administration

bullet Investment Monitoring and Pooling

bullet Asset allocation

bullet Performance Measurement

bullet Insurance Coordination

Our family office specialists have particular expertise in money and asset management and can provide the following additional services :
bullet Establishing investment objectives and strategy

bullet Managing assets objectively for both income and remainder beneficiaries

bullet Providing ongoing portfolio management and oversight, with an emphasis on tax implications

bullet Reviewing portfolio regularly for quality, performance and compliance with objectives

bullet Managing liquidity and reinvestment

bullet 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.