Your firm and the investments you make in its people, partners and founders are strategic and deliberate; protecting these assets means protecting your investment. Hedging that risk is a sound and clear necessity. Making sure this is done professionally, within current regulation and cost effectively, is paramount. Our Financial Services and Executive Protection can help.

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Specialties 

We’ve successfully partnered with a range of organizations, including public, private and non-profit enterprises and are well versed in many ownership structures, such as partnerships, general partnerships (GPs) and limited liability companies (LLCs). Additionally, our Financial Services team specializes in managing risks faced by private equity, venture capital, investment banking and other financial institutions.

 

  • Directors and Officers (D&O) Liability
  • Errors and Omissions (E&O) Liability
  • Employment Practices Liability (EPL)
  • Fiduciary Liability
  • Crime Insurance
  • Cyber Liability
  • Reps & Warranties
  • Structured Credit

Why Partner with EPIC

  • Written partnership agreement dilemmas may arise as a result of the Partnership Act; current tax regulations and spousal legislation will apply to regulate what happens to those assets
  • Your current agreements may not be properly worded to deal with the transfer of your interest in the firm and its income and, when applicable, carried interest
  • It’s common to see a significant number of these arrangements not following key regulations and legislative guidelines
  • These items can cause litigation risk and will cause taxation issues if not followed, many do not understand the nuances of these rules
  • Avoid potential litigation from interested parties
  • Carried interest for partners of a fund is illiquid and creates potential issues for the fund, family or other interested parties
  • Trusts may not deal with the issue of a structured partnership agreement as you believe

Our Leaders

MichaelKlaschka-ContactTile
Michael Klaschka

Financial Institutions Managing Principal, EPIC

ChrisWilkerson-ContactTile
Chris Wilkerson

Vice President, Financial Risk Solutions - Alpharetta, GA

KellyGeary-ContactTile
Kelly Geary

National Executive Risk & Cyber Practice Leader

MitchellSmith-ContactTile
Mitchell K. Smith

President, Life, High Net Worth & Executive Benefits; Managing Principal, Partner, Vanbridge, an EPIC company; Managing Principal, EPIC Select

Sotelo-Sharon
Sharon Sotelo

Managing Principal - San Francisco, CA

Connect with EPIC Insurance Brokers & Consultants

Contact us to see how we can help your business.