Private Client Services
Personal Insurance / Private Client Services
ABOUT
Bespoke Insurance Advocacy
Our Private Client team partners with accomplished individuals, families, and their trusted advisors to design insurance strategies that safeguard what matters most. Drawing on deep expertise across complex risk areas—from aviation to family offices—we deliver solutions with precision, discretion, and unwavering advocacy. As part of EPIC Brokers, ranked among the nation’s top 20, we combine boutique service with global resources to protect and preserve your legacy.
Our Promise
Every client has a unique story, and our team’s role is to uncover and understand that narrative in depth. Listening goes beyond conversation—it means asking thoughtful questions, interpreting nuances, and gaining insight into priorities, aspirations, and areas of potential vulnerability.
Grounded in deep expertise, our team provides clear guidance and strategic recommendations that help clients and their advisors make confident, well informed decisions. We blend the strength of a national brokerage with the attentiveness and discretion of a boutique advisory firm.
Advocacy is where expertise becomes action. It’s dedicated stewardship beyond the policy—conducting coverage audits, offering proactive recommendations, negotiating directly with insurers, and providing real time support whenever life changes or a loss occurs.
See What Our Clients Are Saying
“EPIC continues to provide me top-level service and risk management support.”
Stephan A.
“I have never experienced such personal attention from a large organization. Not only does my agent resolve my issues but she calls me to ensure everything was received. Priceless.”
Helen L.
“Working with EPIC is comforting. They work through the process and explain all questions clearly and thoroughly.”
Debbie S.
“Awesome people. Awesome team.”
John J.
“Personal touch is extremely important to me. One of the main reasons I stay at EPIC.”
Kathy P.
“EPIC spent an incredible amount of time working with us. We had extraordinary circumstances that were navigated and EPIC went above and beyond.”
Lisa C.
“Long-term professionals are the foundation of your company.”
Pam F.
“EPIC has been amazing to work with for my insurance! Incredibly quick to respond and explained everything in a way that made the whole process easy and stress free. Highly recommend!”
Carla W.
Connect with an Advisor
Contact us to see how we can help you.