Epic Financial Consulting is a boutique consultancy based in Los Angeles, CA, dedicated to building and preserving family wealth and legacy for generations. With over 20 years of experience, they offer unique approaches to eliminate, defer, and reduce taxes for ultra high-net-worth families, individuals, business owners, and family offices.
Their team of experts consults with high-net-worth clients and their tax advisors to achieve unparalleled tax efficiency, utilizing playbooks from the fields of tax analysis, estate planning, philanthropy, and corporate law. With a track record of working with over 300 high-net-worth families, Epic Financial Consulting has developed a proprietary methodology that has been tested and proven to reduce, defer, or eliminate capital gains taxes, tax on passive income, and estate taxes.
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