Investment Bank/Securities Brokerage - San Francisco, California, US
EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families. Founded by Chad Boeding, former Partner and Co-Founder of ICONIQ Capital, EPIQ offers bespoke solutions, exclusive access, and personalized care, delivering an experience beyond wealth. Embodying core values of Integrity, Excellence, and Growth, EPIQ is a trusted fiduciary and advocate for its clients, redefining the landscape of wealth management with a human touch.
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