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EPIQ Capital Group
San Francisco, California, United Statesepiqcg.com ↗
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01
Overview
EPIQ Capital Group is a Silicon Valley-based multi-family office and institutional-style investment manager serving ultra-high-net-worth families and select institutions. Founded in 2018, it provides wealth management services including tax, trust and estate planning, credit and lending solutions, philanthropy advisory, and family services. The firm also acts as an investor with notable activity in biotechnology and medical startups through venture capital investments. In August 2024, it was acquired by IEQ Capital to form one of the largest independent RIAs/multi-family offices in the U.S., with approximately $32 billion AUM post-merger.
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