Est. 1987

Wealth preservation across centuries

Epoch Capital stewards the aspirations of ultra-high-net-worth families with institutional precision and generational conviction.

Request Access Our Philosophy

$12.4B

Assets Under Stewardship

23

Family Offices

4

Generations Served

Our Philosophy

Philosophy

We do not merely manage capital. We steward the aspirations of families across time.

For nearly four decades, Epoch Capital has served as the quiet steward behind some of the world's most enduring family fortunes. Our conviction is simple: wealth preserved with discipline and humility will outlast every market cycle.

Our Journey

A Legacy Written in Decades

1987

Founded on conviction

In the heart of a volatile market, our founders saw not chaos but opportunity. They built Epoch Capital on a singular belief: that patient capital, guided by deep conviction, would outlast every cycle.

2004

Second generation stewards

As the next generation assumed leadership, they brought fresh perspective while preserving the foundational philosophy. The firm expanded its mandate to encompass multi-generational estate architecture.

2024

Institutional scale, personal ethos

Today, Epoch serves 23 family offices across four continents. Our institutional capabilities have grown, but our ethos remains unchanged: every family deserves stewardship as enduring as their ambition.

Our Process

A Deliberate Path

Every engagement follows our time-tested framework, adapted to each family's unique circumstances.

01

Discovery

We begin with deep listening. Understanding your family's history, values, and aspirations is the foundation of every strategy we build.

02

Architecture

Our team designs a comprehensive framework spanning investments, estate structure, tax optimization, and philanthropy.

03

Implementation

With precision and discretion, we execute across asset classes and jurisdictions, ensuring each element integrates seamlessly.

04

Stewardship

Ongoing oversight with quarterly reviews, proactive rebalancing, and transparent reporting. Your legacy is our mandate.

Jonathan Epoch

Managing Partner

With over three decades guiding multi-generational wealth strategies, Jonathan founded Epoch Capital to serve families who think in centuries, not quarters. His approach combines institutional rigor with the deeply personal understanding that comes from serving the same families across generations. Before founding the firm, he held senior positions at Goldman Sachs Private Wealth Management and the Rockefeller Family Office.

CFA CharterholderCFP® ProfessionalHarvard Business School30+ Years Experience

What We Do

Institutional-Grade Stewardship

Comprehensive wealth management for families who demand permanence.

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Investment Stewardship

Disciplined portfolio construction across public and private markets, designed for multi-generational holding periods.

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Estate Architecture

Structuring wealth transfer vehicles that preserve family intent across jurisdictions and generations.

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Tax Strategy

Proactive tax planning that integrates with investment policy and estate architecture for holistic efficiency.

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Philanthropic Advisory

Designing giving structures that align family values with measurable impact across communities.

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The conversation begins here.

Schedule a confidential discussion with our advisory team to explore how Epoch can steward your institutional objectives.