Our experienced and knowledgeable Private Client professionals work 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.

What to Expect with EPIC

Successful 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


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

Executive Private Client Services

We are able to serve the personal financial needs of the client by providing access to some of the strongest financial and wealth preservation tools and strategies available.


Fine Art, Collectibles and More

We procure tailored coverage for your business interests and personal assets. From home, yacht and auto insurance to fine art, collectibles and equine policies.


Life, High Net Worth & Executive Benefits

We put our interests aside to focus on what's best for our clients. This new concept in risk planning enables us to provide coordinated advice about a variety of matters.


Super Yacht

While you’re navigating the open sea, we’re navigating your risk. Our team makes sure that you have the right Super Yacht insurance solution customized for your distinct lifestyle.


Our Leaders

Tim Brenneman Headshot
Timothy L. Brenneman, CIC

President and National Private Client Practice Leader

Dave Howard Headshot
Dave Howard

President, EPIC Select

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Contact us to see how we can help your business.