EPIQ Capital Group

What is EPIQ Capital Group?

EPIQ Capital Group (EPIQ) is a multi-family office located in San Francisco, California, focusing on serving families and institutions with net worths exceeding $100 million.

Founded in 2018 by Chad Boeding, an alum of Goldman Sachs, Morgan Stanley, and ICONIQ Capital, EPIQ specializes in offering customized, institutional-style investment management along with a range of family office services.

Their approach revolves around creating personalized plans to meet the specific needs of their clients, offering flexibility over investment decisions, and a comprehensive strategy aimed at preserving and growing generational wealth.

With a commitment to an experience beyond wealth management, EPIQ provides skilled investment advice as part of a holistic service package that includes tax, trust, and estate planning, credit and lending services, philanthropy, and family services. Their investment philosophy involves leveraging their network to optimize not just the financial but various aspects of their clients' family and financial life. With an investment minimum and maximum at $84,470,000, EPIQ caters primarily to a select group of prominent senior executives, founders, and early employees of high-profile companies.

They are dedicated to ensuring access to premier investment opportunities and engaging advanced technology supported by experienced advisors. They position themselves as a primary partner to optimize the personal and financial aspirations of their clients.

It is important to note that EPIQ and its employees do not provide tax, legal, or other forms of advice, and the scope of their services is dictated by a dedicated agreement tailored to the circumstances of each client.