EPS Wealth Management

EPS builds its client base through professional referrals from estate attorneys, tax advisors, and corporate transaction lawyers who encounter families managing large single-stock positions. The firm does not operate a mass-market platform, and its deliberate capacity constraint means new relationships are added only as existing client complexity permits.

Families holding concentrated public-company stock — often from a founding stake or executive equity compensation — experience the greatest benefit. The direct-indexing overlay allows them to diversify exposure over time without triggering a single large taxable event, a constraint that standard SMA or mutual-fund solutions rarely solve efficiently.