Epiq Capital Group is a San Francisco-based financial firm that offers a comprehensive and personalized approach to wealth management, going beyond investment guidance to ensure long-term success. With access to exclusive investment options, cutting-edge technology, and highly-skilled experts, Epiq optimizes all aspects of clients' financial lives.
Through customized plans tailored to individual needs and goals, Epiq's family office team and portfolio managers provide sound financial guidance and manage strategic concerns at the highest level. Their services include tax, trust, and estate planning, credit and lending, philanthropy, and family services, covering the totality of what matters to their clients.
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