EPIC Financial Consulting is a boutique consultancy specializing in building and preserving family wealth and legacy across generations. They offer unique strategies to eliminate, defer, or reduce taxes for ultra-high-net-worth families, individuals, business owners, and family offices. Their expertise includes managing capital gains taxes on liquidity events, reducing taxes on passive income streams, and facilitating tax-efficient wealth transfers to future generations. With a proprietary methodology refined over 20 years and applied to more than 300 high-net-worth families, they collaborate closely with clients’ existing tax and legal advisors to ensure comprehensive and tailored planning.