Family office services

Epogee as a Family Office Partner

One coordinated relationship spanning investments, planning coordination and oversight, designed to help families steward capital across generations with clarity and alignment.

Investment Office

Manager research, due diligence and portfolio construction across private markets and liquid alternatives.

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Planning Office

Tax-aware investing, liquidity planning and coordination with your estate and tax advisors.

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Oversight Office

Consolidated reporting, risk review and governance support, alongside your insurance and legal advisors.

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Alternatives Sourcing & Portfolio Construction

Research-driven access to managers and co-investments, with attention to diversification, alignment and risk.

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Tax, Estate & Liquidity Coordination

Liquidity forecasting and investment planning coordinated with your family’s estate and tax professionals.

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Governance & Continuity

Family governance support, consolidated reporting and next-generation education.

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Our process

From IPS to implementation.

A disciplined, repeatable process that aligns your family’s vision with institutional-style execution.

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1Discovery & balance sheet mapA full picture of your family, objectives and assets.

2IPS & allocation designA written policy and allocation built around your goals.

3Alternatives implementationSourcing, diligence and implementation across liquid and illiquid assets.

4Tax, estate & protection overlayCoordinated with your tax, estate and insurance advisors.

5Quarterly family reviewReporting and strategy reviews on a set schedule.

Epogee does not provide tax, legal or insurance advice. Planning services are delivered in coordination with each client’s independent tax, legal and insurance professionals.