Begin Your Epiphany

Financial Services

• Financial Planning — A comprehensive map of your financial life: where you are, where you intend to go, and exactly how to get there.
• Cash Flow Management — Clarity on what comes in, what goes out, and what stays — structured so your liquidity works for you, not against you.
• Life Insurance — Protection engineered not merely as a safeguard, but as a foundational instrument of your family’s financial security.
• Annuities — Guaranteed income structures that ensure your financial foundation holds, regardless of market conditions.
• Divorce & Mediation — Financial counsel through consequential transitions — designed to protect what you’ve built and clarify what comes next.
• Child Support & Custody — Financial structuring that accounts for your family’s obligations and ensures nothing falls to chance in a reorganized household.
• Real Estate Services — Guidance on real property as a financial instrument — acquisition, structuring, and integration into your broader wealth picture.
• Philanthropy & Legacy Building — Giving structured with the same precision as your balance sheet, so your generosity is as intentional as your growth.

Concierge Services

3 requests included each year. Additional requests at $385 each.

• Private Travel Access — Direct access to private booking channels typically reserved for travel professionals — better rates, better rooms, and arrangements most clients never knew existed.
• Autohaus — Car Sourcing — One vehicle sourcing request per year, handled through Epiphany’s dealer relationships at terms unavailable to the general market.
• Dining & Culinary — Reservations, private dining arrangements, and culinary experiences — the table that requires a word from the right person.
• Preferred Ticketing — Access to seats and reservations that don’t appear on public channels, arranged through relationships built over years.
• Equestrian & Outdoors — Curated access to equestrian pursuits, field sports, and outdoor experiences at the level you expect.
• Wine, Spirits & Cigars — Procurement, cellaring guidance, and access to allocations at premier producers — the selections that don’t reach retail shelves.
• Motorsports & Performance — Track experiences, vehicle arrangements, and access to the performance driving world through connections most enthusiasts never find.
• Sports, Golf & Club Life — Club introductions, tee times at closed courses, and sporting arrangements that reflect the standard you hold everywhere else.
• Luxury Procurement — Fashion, jewelry, and luxury goods sourced with the discretion of a trusted representative — through relationship, not retail.
• Arts & Culture — Music, theater, and cultural events arranged at the level they deserve — the seat, the evening, the experience.
• Fine Art & Collecting — Acquisition guidance and access to works and collections through relationships in the private art market.

Financial Services

Everything in Brilliance Club, plus:

• Estate Planning — A proactive architecture for what you leave behind — built before urgency demands it, with the full picture of your family and your assets in view.
• Wills & Trusts — Legal documents that reflect your actual intentions, drafted by in-house counsel who understands both the assets and the family they protect.
• Business Planning — Financial strategy that accounts for your enterprise — compensation structure, business interests, and the integration of your professional and personal wealth.
• Financial Consulting — Strategic counsel on the decisions that don’t fit a standard category — the complex, the time-sensitive, and the ones that require someone who knows your full picture.
• Global Tax Strategy — Cross-border and multi-jurisdiction tax planning — structured so that where you earn, where you hold and where you reside work with one another rather than against.

Concierge Services

Everything in Brilliance Club, plus:

• Curated Travel — Fully managed travel arrangements — agent-handled, customized to your standard, and coordinated so that every detail is confirmed before you arrive.
• Autohaus — Unlimited — Unlimited car sourcing requests, handled through Epiphany’s dealer network at private terms unavailable to the general market.
• Private Healthcare & Medicine — Concierge physicians, expedited specialist access and coordinated care, arranged with the same discretion as the rest of your affairs.

Financial Services

Everything in Sapphire Club, plus:

• Advanced Portfolio Management — Comprehensive oversight across your full estate, business holdings, cryptocurrency positions, insurance structures, and alternative assets — managed as one integrated picture.
• Executive Strategies — Financial structuring designed for the senior executive — deferred compensation, equity, and the unique architecture that institutional employment creates.
• Credit Card Arbitrage — Points strategy and credit card structuring turned into a financial instrument — maximizing what your spending already generates.
• Private Family Office — Full-scale family office services with no member cap and no scope limitation — every financial dimension of your household, managed without ceiling.

Concierge Services

Everything in Sapphire Club, plus — unlimited requests:

• Executive Travel — First-class and business-class arrangements, private jet coordination, and itineraries composed by a specialist who understands that how you arrive is as consequential as where you go.
• Autohaus — Private Label — Private-label access to Epiphany’s dealer network — vehicles sourced at terms and through relationships that no general buyer reaches.
• Private Charter — Land, air, and sea charter arrangements managed with the operational discipline of a dedicated travel department.
• Yachts & Watersports — Charter arrangements from single-day excursions to extended private expeditions — matched to the experience you have in mind, managed so the vessel is simply where it should be.
• Private Aviation — Dedicated aviation arrangements beyond standard charter — aircraft selection, scheduling, and coordination handled end to end.
• Exclusive Access — One-time, limited-access offers to premium hotels, brands, and events that don’t appear on public channels and aren’t available through standard requests.
• Curated Experiences — International premium reservations and bespoke excursions — composed, not assembled, and available only through the relationships Epiphany has built over time.