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  • Brand strategy
  • Branding
  • Creative connecting
  • Specialty writing

Wealth management requires a personalized approach. And a premier financial brand requires a powerful story. Here’s how we’re supporting EPIQ Capital Group in their delivery of both.

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our approach

EPIQ Capital Group was experiencing what some might describe as an enviable challenge. Since their inception in 2018, the monumental growth of this boutique multi-family office had been fueled organically — almost entirely through referrals — ascending to $4 billion in assets under management in less than five years.

As the most successful professionals continued referring their networks to EPIQ, it was clear they needed a compelling narrative to share. And when it was time to define their vision and differentiate their brand for ultra-high net worth clients and their families, EPIQ joined forces with Summer Friday.

Together, we carefully crafted a messaging foundation to support the core narrative — recalibrating the EPIQ mission, vision and values, while also establishing new pillars and proof points that reinforce their powerful differentiators. The messaging also included a positioning statement and tagline to establish the brand as a partner that can take their clients to the next level, and build with them for generations to come:

An experience beyond wealth

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Initial Sketch

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Final Icon

With the messaging in place, we then explored a variety of creative concepts that would inform the visual identity. The result: The golden touch — ​​an idiom that denotes universal success.

Next came the development of the distinctive new brand mark. Formed of three concentric lines that recall the whorl of a fingerprint, the icon represents the EPIQ ethos: exceptional service and personal touch. Full guidelines followed — including palette, typography, imagery, an icon library, sample creative and more, all carefully curated to support the brand’s elevated and timeless appeal.

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This revitalized brand ushers in a new era for EPIQ, but it’s far from an isolated exercise. We’ve since rebuilt and launched a new EPIQ website. And with an eye toward evolution, we’re poised to explore future extensions of the brand together in the months to come.

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Epiq brand guidelines page
Epiq brand guidelines page
Epiq brand guidelines page
Epiq brand guidelines page
Epiq brand guidelines page
Epiq brand guidelines page

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