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… Environmental Liability protection tied to pollution, site conditions, and remediation work, including exposure that can develop long after a project is complete. Captive Insurance An alternative risk transfer solution that affords greater long-term control over premium and risk management costs. Financing Options Creative, customized, and flexible financing options to help manage insurance costs without compromising coverage. Your Trusted Crew With over 96% client retention year over year, our clients value the high level of service and resources our teams provide. Frequently Asked Questions We’ve been with the same brokerage for years — why switch now? Construction and design …

Insurance advisory platforms and consultative planning across life, executive benefits, estate, business, and risk management for RIAs, family offices, and wealth management firms. Our practice was created specifically for independent fiduciaries and the families they serve — filling a gap where no insurance counsel function existed that matched their standards, their philosophy, or their governance discipline. We go well beyond traditional risk management, leveraging insurance as a planning instrument, complemented by a full range of management liability, transactional risk, and advisory capabilities. Connect with our Team Planning & Advisory We work alongside advisory firms and family offices as an extension of their …

… deep market relationships, and industry experience to design tailored risk financing solutions that evolve with your business. Holistic Risk Evaluation Financial Modeling & Decision Support Strategic Program Design Market Access & Negotiation What to Expect from EPIC We don’t just place coverage. We help you design a smarter way to fund risk. Data-Driven Insights to optimize program performance and pricing Customized Solutions tailored to your unique risk profile and objectives Broad Market Access across retail, specialty, and alternative markets Integrated Approach connecting risk management, claims, and insurance strategy Let’s Optimize Your Risk Financing Strategy Whether you’re exploring captives …