EPIC Expands Private Client Practice with Chartwell Insurance Services Acquisition

The Chicago-Based Firm Strengthens EPIC’s Specialized Private Client Team and Expands Midwest Presence

EPIC has acquired Chartwell Insurance Services (“Chartwell”), a Chicago-based firm specializing in personal property and liability solutions for successful individuals and families. This acquisition furthers the expansion of EPIC’s private client practice, enhancing its ability to deliver specialized solutions nationwide while continuing to grow its presence in Chicago and the broader Midwest.

Chartwell, founded and led by Rebecca Korach Woan, is known for delivering personalized, niche services to discerning clients. The firm’s focus includes collections of fine art, jewelry, and vintage cars, as well as comprehensive coverage for residences, automobiles and yachts. By joining EPIC, Chartwell strengthens its ability to provide tailored solutions while giving clients access to expanded resources and national expertise.

“This is an exciting step for our team as we join EPIC,” said Korach Woan. “Our firm has always been dedicated to building trusted relationships and delivering highly customized solutions. Partnering with EPIC allows us to preserve that boutique approach while offering clients access to the broader capabilities and support of the national firm.”

This acquisition builds on EPIC’s momentum in growing its private client practice, with Chicago remaining a critical market for expansion. It follows the 2024 integration of Phillips Bros. Insurance Agency, a multi-line firm that focuses on private client and commercial property & casualty solutions with deep roots in the region. These partnerships reinforce EPIC’s investment in the Midwest and its ongoing commitment to serving high-net-worth clients with solutions that are customized to their unique priorities.

“Chartwell’s reputation for specialized expertise and client service makes them an ideal addition to EPIC,” said Kevin Daley, President, EPIC Private Client. “Rebecca and her team share our dedication to delivering tailored solutions and trusted guidance, and we are thrilled to welcome them as we continue to expand in Chicago and beyond.”