EPIC’s experienced and knowledgeable Private Client team can help you to thoroughly identify your personal exposures to loss and protect you and your family with a customized insurance portfolio and risk management plan. We have a specialized brokerage team designed to meet the insurance needs of the most discerning high-net-worth clients. Our team handles the risk portfolios of some of the wealthiest and most celebrated people in the world.

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What to Expect with EPIC

 

High-net-worth individuals often accumulate a wide range of valuable possessions and property – and with them substantial exposure to financial loss.  Fine homes, distinctive vehicles, rare fine art and jewelry collections, aircraft and watercraft are among the items acquired – too often without enough thought given to their value, protection, and possible replacement.  In addition, many people also underestimate the ongoing income their families would need to live on comfortably without them.

 

Our Approach

  • Personalized “invest the time to understand the client’s needs and lifestyle” philosophy
  • Comprehensive personal risk review and exposure analysis performed annually
  • Identifying uncovered exposures and recommending practical, cost-effective solutions
  • A strong focus on loss prevention and eliminating, reducing and transferring risk
  • Design and delivery of a truly customized insurance portfolio
  • Overseeing and managing all aspects of our client’s on-going personal insurance needs
  • Dedicated in-house claims manager
  • Complimentary background checks of private staff

Program

 

Our passion for protecting our clients’ interests drives us to achieve ideal program designs. We aim to make the experience easy and effective with principal coverage areas such as:

  • Homeowners
  • Automobile
  • Personal Property
  • Life Management
  • Health Management
  • Wedding and Travel
  • Kidnap and Random
  • Umbrella/Excess Blankets

Private Client Products

Our Leaders

CarolRoberts-ContactTile
Carol Roberts

Managing Principal, Global Super Yacht Leader - New York, NY

SusanCereghino-ContactTile
Susan Cereghino

Sr. Vice President - San Francisco, CA

StanSanchez-ContactTile
Stan Sanchez

Principal - San Ramon, CA

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