Goldman Sachs Alum and ICONIQ co-founder/partner Chad Boeding has established a new multi-family office to offer high-growth investment opportunities and financial management services to ultra-high net worth investors.
Dubbed EPIQ Capital Group, the new firm will cater to senior executives, founders, and early employees of high-profile companies with a net worth of more than $100m.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
It will have investment managers, venture capitalists, private equity firms and corporate executives as partners.
EPIQ will offer direct access to private investments, but will refrain from selling proprietary products and will also not create internal funds.
The firm will offer advice on multiple issues such as purchasing and selling unique assets, optimising legal structures to reduce taxes, as well as developing trust and estate plans.
“Our clients have worked hard to build their businesses and are often surprised how complex their financial, legal, tax, and personal situations become as their wealth increases. The EPIQ team manages all of those complexities on their behalf by taking responsibility for partnering – and coordinating – with attorneys, accountants, bankers, and all of the clients’ other advisers to expertly manage all aspects of their financial lives,” Boeding stated.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
