Creating a plan for all your forms of wealth both now and for generations to come.
Request a ConsultationAt Epoch Family Wealth, we guide families in shaping a legacy that extends far beyond financial capital. We understand that wealth is more than numbers—it is the sum of wisdom, relationships, values, and purpose. Our process begins with conversations that uncover the forms of wealth within your family and create a strategic plan to ensure that each one is preserved and strengthened for future generations.
About UsWe help families design a holistic approach to wealth stewardship, integrating financial assets with deeper forms of capital that sustain a family’s identity, strength, and continuity over time.
Forms of Wealth Within a Family:
We partner with families who have worked hard to build their wealth—often business owners and entrepreneurs who understand the risks, rewards, and responsibilities of financial success.
Want to provide opportunities for future generations without fostering entitlement.
Seek to preserve what they have built, ensuring it serves a meaningful purpose beyond their lifetime.
Need a trusted partner to integrate and align their advisors, strategies, and resources.
Are ready to redefine wealth beyond financial success and embrace a legacy of purpose, unity, and stewardship.