For wealth managers and family offices: a referral proposition for HNW and UHNW clients whose long-term wealth is not separable from their long-term health, energy and cognitive capacity. The preventive work that the annual private health check market does not deliver.
Most chronic disease in the second half of life is the late expression of a single underlying biology, namely smouldering chronic inflammation, driven by metabolic dysfunction, deeply entangled with the gut microbiome. Addressed early, through what we eat, how we sleep and how we move, this biology is genuinely modifiable. The result is decades of energy, sharpness and capacity.
Wealth managers serving HNW and UHNW clients are increasingly aware that the long-term return on the client relationship depends on the client being around to enjoy it. The annual private health check market reassures clients without examining them, and produces no durable clinical benefit. EPOCH offers wealth manager partners a clinical referral relationship that addresses what the annual check does not: the underlying biology that determines whether the next forty years are decades of energy, sharpness and capacity, or the slow attrition that most accept as normal ageing.
Wealth managers refer interested clients into EPOCH at the appropriate clinical entry point: typically a Metabolic Day for the introduction, ASSESS for the population-level screen, or directly into EXAMINE or IMMERSE for those whose context warrants it. EPOCH delivers the clinical work; the wealth manager retains the primary client relationship. There is no commission structure, no kickback. The partnership is an alignment of long-term interest, not a referral economy.
Clients get access to the EPOCH clinical work in whatever stream is appropriate. The clinical relationship is direct between the client and EPOCH. The wealth manager is kept appraised at the appropriate level (with client consent), particularly where the underlying biology findings have implications for long-term planning, succession or insurance.
The wealth manager partnership extends through the Foundation pathway, where a proportion of EPOCH commercial revenue, including from wealth-manager-referred engagements, is committed to the Foundation. This means the partnership is also a route through which the wealth manager is contributing to the broader public health work EPOCH delivers to NHS frontline staff, teachers, Armed Forces personnel, first responders and social care workers.
Scoped to your client base, your firm’s positioning and the appropriate clinical entry points.
Request a conversation