EP Wealth Advisors

How couples manage their finances can look different for everyone. EP...

Learn how luxury real estate may fit into a high-net-worth portfolio, including benefits, risks,...

High-net-worth investors may be able to use advanced, legally compliant income-shifting strategies...

Explore useful strategies to help protect your business from unexpected disruptions like...

Key Person Insurance can help businesses protect operations, relationships, and succession plans if...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...

Business owners have until October 1 to set up a new SIMPLE 401(k) plan, allowing employees to make...

An ILIT may help reduce estate taxes, provide liquidity, and support multigenerational wealth...

High-net-worth individuals weighing lump sum or monthly pension options should consider the impact...