EPS Wealth Management

The firm centers on direct-indexing portfolios and tax-loss harvesting, customized for each family's specific equity concentration and cost basis. The portfolios are designed to track broad market benchmarks while generating tax savings through systematic loss harvesting. EPS layers estate planning and cash-flow coordination on top, typically working alongside the family's existing legal and tax advisors.

There is no public indication that EPS operates as a private-market allocator. The firm's known expertise lies in public-market direct indexing, not in sourcing venture capital, private equity, or real asset deals on behalf of clients. Families seeking alternative-investment access would typically engage a separate manager.

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.

EPS identifies as a multi-family office because it serves more than one family. However, its structure resembles a specialty advisory practice more than the institutional multi-family offices that pool client capital for third-party fund commitments. The firm's scale and focus sit closer to a boutique RIA built around a specific tax-optimization capability.

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.