How We Manage Complex Wealth Needs

For individuals and families with $1M+ in investable assets, the financial landscape often includes more complexity—and more moving parts. At EP Wealth, we work with clients who bring unique challenges to the table, from concentrated equity positions to multi-entity holdings. Our approach to investment portfolio management is built to accommodate these needs through thoughtful analysis, personalized structure, and collaboration across disciplines.

Supporting Sophisticated Portfolios

Here are just a few of the ways we help manage complex wealth scenarios:

• Concentrated stock positions – We help clients evaluate potential risks, tax considerations, and strategies for diversification over time.
• Real estate-heavy portfolios – We assess how income-generating properties or investment real estate fit into overall asset allocation and liquidity planning.
• DST/1031 exchanges - For those looking to defer capital gains taxes while transitioning to a hands-off, passive income stream, we also evaluate Delaware Statutory Trusts (DSTs) as a potential solution through 1031 exchanges.

• Family office-style needs – For clients with multiple entities, trusts, or intergenerational accounts, we provide ongoing coordination and oversight to help maintain consistency.
• Advisor collaboration – We frequently coordinate with estate attorneys, CPAs, and trustees to align strategies and support multi-generational planning priorities.

These types of decisions go beyond basic asset allocation. They require investment managers who understand the nuance behind structuring portfolios that serve long-term, multi-layered goals.

Integrated Planning Across Your Financial Life

Your investment strategy doesn’t exist in isolation. At EP Wealth, our investment management services are designed to align with every part of your financial world—so decisions in one area don’t conflict with goals in another.

We regularly work with clients to align investment decisions with broader planning themes, such as:

• Charitable giving – Coordinating philanthropic goals with appreciated asset strategies and tax-aware withdrawal plans.
• Trust and estate planning – Evaluating how asset location and withdrawal timing align with long-term distribution and legacy goals.
• Liquidity events – Adjusting portfolios to accommodate cash flow needs from a business sale, inheritance, or other transition.

We take a collaborative approach, often working alongside professionals in legal, tax, and estate planning to help build a cohesive strategy. If you're also evaluating your broader wealth planning approach, our financial planning services can provide additional structure and guidance.

Who We Work With

Our investment management services are built to support individuals and families who value long-term strategy, integrated advice, and a planning-first mindset. While each client’s path is unique, we most often work with those who have $1M or more in investable assets and seek a deeper level of coordination across their financial lives.

Clients we serve often include:

• Retirees and those approaching retirement
• Tech executives and entrepreneurs
• Business owners and aerospace professionals
• Professional athletes and entertainers
• Multigenerational families building and transferring wealth

Common portfolio priorities include:

• Legacy-focused planning and long-term stewardship
• Semi-liquid alternative investment strategies
• Managing concentrated stock or low-cost basis assets

Rather than focusing solely on market performance, we emphasize consistency, discipline, and alignment with your overall goals. Our investment managers serve as long-term partners—helping you navigate evolving needs with clarity and purpose.