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… trusted relationships and delivering customized risk management strategies utilizing EPIC’s broad portfolio of solutions, including high-value homes, personal excess liability, collector vehicles, fine art, watercraft, aviation, and personal cyber protection. “We’re excited to welcome Gena to the team,” said Alex Petterson, SVP, EPIC Private Client. “Her attention to detail, consultative approach, and commitment to delivering exceptional client experiences make her a tremendous addition to our organization.” Gena is based in the Sarasota, Florida area and joins EPIC as the firm continues to expand its Private Client presence throughout the Southeast. Learn more about our Private Client Services.

We are excited to announce that Colin Young has joined the firm as Principal within our Private Client practice. Colin is a dedicated Private Client Risk Advisor managing a large book of high-net-worth and emerging-affluent clients, providing customized risk management strategies and proactive service. Before entering the private insurance sector, Colin spent years as a professional baseball player and coach. Known for his calmness under pressure and commitment to excellence, he brings accountability, focus, and strategic thinking to every client relationship. Colin works closely with successful families, professionals, and business owners, taking the time to understand their …

… EPIC is transforming fine art protection in wildfire-prone regions. In a featured interview with Crain Currency, Kevin Daley, President, Private Client Leader, explores the challenges of insuring high-value art collections amid increasing climate risks. The article highlights EPIC’s innovative Fine Art and Collections Wildfire Insurance program, developed in partnership with Fortress Fire and BMS Group, which combines custom insurance coverage with advanced wildfire risk assessment technology. This forward-thinking approach helps high-net-worth individuals safeguard their homes and collections with precision and confidence. PRIVATE CLIENT SERVICES Downloadable Resources Protecting Priceless Assets in a Changing Climate (PDF)