EPIQ Capital Group is a boutique multi-family office delivering a high-quality client experience to prominent senior executives, founders, and early-employees of high-profile companies who have significant wealth. Adhering to a fiduciary standard of care, EPIQ does not have internally-managed proprietary funds. EPIQ clients are provided access to the investments and investing acumen that families of significant wealth deserve.

Investment Management

EPIQ Capital Group

EPIQ Capital Group's headquarters in San Francisco, CA, United States

Rick Withers

McKenzie Paquette

Jen O'Neal

Matt Hlavacek, CFA

Mirari Jacobson

This department provides strategic direction and leadership across the organization.

Executive Leadership

This department evaluates financial data to support decision-making and enhance organizational performance.

Financial Analysis

This department focuses on managing employee relations, recruitment, and organizational development.

Human Resources

The Vice Presidents at EPIQ Capital Group are responsible for managing client relationships, developing custom financial strategies, and overseeing the implementation of investment plans for high-net-worth families. Their duties include providing personalized financial advice, ensuring adherence to fiduciary standards, and leveraging their expertise to grant clients access to exclusive investment opportunities.

Vice Presidents

This department is responsible for managing relationships with clients and ensuring their needs are met effectively.

Client Services

The Financial Analysis Team at EPIQ Capital Group provides comprehensive financial analyses, customized investment strategies, and personalized financial planning to support the wealth management needs of high-profile executives, founders, and early employees. Leveraging their expertise, the team ensures that clients receive tailored financial advice and exclusive investment opportunities, adhering strictly to a fiduciary standard of care.

EPIQ Capital Group

Org chart

Teams

Executive Leadership

Financial Analysis

Human Resources

Vice Presidents

Client Services

Financial Analysis Team

Offices

EPIQ Capital Group

Org chart

Teams

Executive Leadership

Financial Analysis

Human Resources

Vice Presidents

Client Services

Financial Analysis Team

Offices

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