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EPIQ Capital Group

San Francisco multi-family office managing the financial affairs of wealthy executives, founders and early employees

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About EPIQ Capital Group

EPIQ Capital Group is a boutique multi-family office in San Francisco. It works with a small group of very wealthy families, mainly senior executives, founders and early employees of well-known companies. The firm is a registered investment adviser and says it follows a fiduciary standard of care.

Products and services

  • Multi-family office service: coordination of the many parts of a client's financial life.
  • Investment access: clients are given routes into investments suited to large family wealth.
  • Independent advice: the firm has no proprietary funds of its own, so it does not push in-house products.

Clients

Ultra-high-net-worth individuals and their families. Prospective clients and people wishing to submit investment proposals are asked to make contact by email, and submissions are reviewed in confidence.

Key facts

  • Based in: San Francisco, California
  • Founder: Chad Boeding
  • Status: registered investment adviser
  • Approach: fiduciary, with no internally managed funds

Profile written by TrustList from the business's own published information, Oct 2026.

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