Our experienced and knowledgeable team of Private Client professionals works with clients to evaluate exposures, develop a risk management plan and provide options for a customized insurance portfolio. The growth and national presence of EPIC allows us to offer access to a deep pool of specialized expertise and resources in traditional insurance products and in areas of emerging risk. We’re committed to preserving desired lifestyles, reducing uncertainties and helping clients navigate the complex world of risk.

In addition to our Private Client offering, we recently launched EPIC Select. This insurance advisory and consulting firm works with trusted advisors of successful individuals to offer high-touch personalized service, asset protection and specialized risk management guidance to their clients and extended families.

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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 ongoing 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 Ransom
  • Umbrella/Excess Blankets

Private Client Products

Our Leaders

TimBrenneman-ContactTile
Timothy L. Brenneman, CIC

President and National Private Client Practice Leader

Headshot_DaveHoward
Dave Howard

President, EPIC Select

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