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The successful management of a family's material wealth is important to the entire family. In many ways wealth management provides the infrastructure that allows the family and its members to do all the other things they want to do.
Despite its centrality to many aspects of the lives of the family and its members, the actual management of the family's wealth is often approached as a technical exercise that bears no relation to any of the family's other activities or interests. It is often done as if in a "black box," leaving many members of the family with no interest in or understanding of the issues involved in this important aspect of their lives.
EPIC Wealth Advisors works with family members and appropriate financial specialists to ensure that the goals of the wealth management plan are consistent with the family's other goals. In addition, EPIC Wealth Advisors works with all members of the family's financial advisory team to incorporate information about financial matters into the family's broader governance and communication plans.
EPIC Wealth Advisors' family wealth management process begins with the development of a plan for managing the assets the family has accumulated. The EPIC Wealth Advisors team includes financial specialists with expertise in managing a wide range of asset types including stocks, bonds, real estate, insurance, and businesses of various kinds. The EPIC Wealth Advisors team will also work with the family's accountants and attorneys, along with other accountants and attorneys who may have special expertise that will be useful to the family, as it structures its assets to achieve its goals.
Working with the family and the entire team of financial, legal and accounting specialists, EPIC Wealth Advisors will focus on creating a mix of cash flow, asset growth and stability that is consistent with the family's legacy goals. The team will also work with the family to manage the risks imposed by the economy and financial markets, as well as other risks that may have been identified as a concern for the family. In addition, EPIC Wealth Advisors will work with the family and other advisors to provide financial education for family members who want or need to develop a better understanding of financial issues to be more informed participants in family decisions.
Several members of the EPIC Wealth Advisors team have both a personal interest and professional expertise in philanthropy. The team will work with each interested family to identify its specific philanthropic goals and to determine the best ways to meet those goals in the context of the overall Family Legacy Plan.
Contact us for more information.
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