What we do
Institutional-style oversight. Built around alternatives.
Alternatives advisory, direct investment evaluation, family office coordination and tax-aware planning, in one relationship designed to help clients pursue their goals across generations.
01 —ECM Alternatives AdvisoryCurated private markets strategies across private equity, private credit, real assets and hedge funds, aligned to your objectives.LEARN MORE →
02 —Direct Investment CapabilitiesCo-investment and direct opportunities in private companies, managers and real asset platforms, for eligible clients.LEARN MORE →
03 —Family Office ServicesCentralized coordination for complex families: oversight, governance, reporting and next-generation education.LEARN MORE →
04 —Tax-Aware PlanningStructuring and timing considered with after-tax outcomes in mind, coordinated with your CPA and attorneys.LEARN MORE →
Why Epogee
Our values. Your advantage.
INTEGRITY
Decisions grounded in rigorous research and your best interests.
DISCIPLINED DILIGENCE
A consistent framework for weighing risk and potential reward.
PROACTIVE APPROACH
We monitor risks and communicate when circumstances change.
TRANSPARENCY AT OUR CORE
Clear communication, aligned partnerships and full fee disclosure.
Our process
From first conversation to ongoing review.
A disciplined, repeatable process that connects your goals to how the portfolio is built and monitored.
1Discovery & balance sheet reviewYour family, objectives and full balance sheet.
2Investment policy & allocationA written IPS and a target allocation built for you.
3Research & implementationDiligence and implementation across liquid and illiquid strategies.
4Planning coordinationWorking alongside your tax, estate and insurance advisors.
5Ongoing reviewRegular reporting and reviews as goals and markets evolve.
Every family’s situation is different. Let’s start with yours.
SPEAK WITH OUR TEAM →