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Reg Wilson

Founder at EPIC Financial Consulting, Inc.

Reg Wilson is a financial advisor with a specialization in pre-planning for liquidity events to defer taxes on the sale of appreciated assets.

With 30 years of experience, Reg has provided advice on financial matters, focusing on tax efficiency, to various clients such as boomers, professionals, business owners, and family offices.

He excels in restructuring asset ownership to achieve tax efficiency while minimizing risks and has a network of talented individuals to bring creativity to any situation.

Reg Wilson offers nationwide services through screen share or phone to ensure convenient planning and management for clients.

In legacy planning, Reg facilitates family meetings and retreats for successful families looking to maximize wealth, legacy, and impact on future generations.

Additionally, Reg Wilson and his wife founded the International Trauma Institute, focusing on PTSD in Israel and the Middle East.

He has been involved in organizations like EPIC Financial Consulting, International Trauma-Healing Institute, Cultivating Your Legacy, and EPIC Financial.

Reg Wilson
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Location

Los Angeles, California, United States