EPIC strengthens specialised private client team with Chartwell acquisition

EPIC Insurance Brokers & Consultants has expanded its private client practice with the acquisition of Chartwell Insurance Services, a specialist in personal property and liability solutions for successful individuals and families.

Founded and led by Rebecca Korach Woan, the Chicago-based firm, is known for delivering personalised, niche services to discerning clients.

It focuses on collections of fine art, jewellery, and vintage cars, as well as comprehensive coverage for residences, automobiles and yachts.

By joining EPIC, Chartwell enhances its ability to provide tailored solutions and gives clients access to expanded resources and national expertise.

Moreover, its acquisition strengthens EPIC’s specialised private client team and expands its US-Midwest presence.

Korach Woan, commented: “This is an exciting step for our team as we join EPIC. Our firm has always been dedicated to building trusted relationships and delivering highly customized solutions.

“Partnering with EPIC allows us to preserve that boutique approach while offering clients access to the broader capabilities and support of the national firm.”

Kevin Daley, President, EPIC Private Client, stated: “Chartwell’s reputation for specialized expertise and client service makes them an ideal addition to EPIC.

“Rebecca and her team share our dedication to delivering tailored solutions and trusted guidance, and we are thrilled to welcome them as we continue to expand in Chicago and beyond.”

EPIC’s Chartwell acquisition, follows the 2024 integration of Phillips Bros. Insurance Agency, a multi-line firm that focuses on private client and commercial property & casualty solutions with deep roots in the region.

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