epic
   Epic Financial
Epic Financial


Wealth Transfer
Strategiesbullet
Business Strategiesbullet
Fee-Only Planning
Financial Planning
Wealth Diversification
Pension Optimization
Executive Compensation
Family Office
Development
International Wealth
Philanthropy
Private Foundations

Home  |  Site Map  |  Contact Us
International Wealth  International Wealth

For those people and businesses with interests overseas or the need to diversify their assets, international expansion offers a number of unique advantages:
bullet Exploring new markets

bullet Diversifying domestic business and personal wealth

bullet Leveraging trans-border price, acquisition, and labor cost differentials

bullet Taking advantage of more favorable regulatory environments


But managing international wealth also takes a special set of skills and a deep familiarity with the ins and outs of international regulatory environments.

At EPIC, we have over 20 years of experience in international trade and wealth management. Our experts have lived and conducted business in Europe, Asia, North Africa and the Middle East. We also offer specialized products and services, including Offshore Private Placement Insurance and Annuities.

Contact us to arrange a telephone or in-person consultation.


Some of the investment professionals of EPIC Financial are Registered Representatives of NFP Securities, Inc. - Member NASD/SIPC and offer securities in the state of California. EPIC Financial is an NFP affiliate, the parent company of NFP Securities, Inc