Beatriz Ross's Contact Details

Beatriz Ross's Company Details

EPIC Financial Consulting, Inc

, California, United States • 1 - 10 Employees
Financial Services

Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity events. We work in conjunction with our clients' tax and legal advisors to provide guidance in the following areas: - Tax-efficient asset structuring for the sale of appreciated assets (businesses, commercial or residential real estate, stock portfolios, art or car collections, intellectual property and intangible assets) - Wealth preservation for high net worth individuals - Multigenerational wealth planning and philanthropic giving