EPIQ Capital Group Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

EPIQ Capital Group functions as a multi-family office and investment firm focused on simplifying the financial lives of successful professionals and their families. It provides customized solutions, exclusive access, and personalized care, aiming to deliver an experience beyond traditional wealth management. The organization is based in San Francisco, California, and emphasizes fiduciary duty as a core principle in serving clients' best interests. 

As a brand operating as a d/b/a of IEQ Capital, LLC, EPIQ now operates under IEQ Capital as the sole legal and regulatory adviser, with the EPIQ name and branding continuing to represent its advisory approach. The arrangement places advisory services under a single regulatory entity while maintaining EPIQ's personalized, client-focused service model.

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