Mirari Jacobson

Director @Epiq Capital Group

Oakland, CA, US
EMAILS
m••••••••@epiqcg.com
MOBILE NUMBERS
+14•••••••33

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WORK HISTORY

Jan 2022 — Present

Director @Epiq Capital Group

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San Francisco, CA, US

Family Office Services o Consult on household staff management, structure, strategy o Trust + Estate, tax planning and strategy o Philanthropy and legacy strategy People Strategy: employee experience from hire to fire o Lead team, people manager, and individual goal setting o Oversee midyear/yearend review process and individual development plans (Lattice) o Oversee training program, actively train and develop team members o Lead cultural initiatives (engagement surveys and related follow up)

EDUCATION

2001 — 2002

Dominican University of California

MBA, Global Strategic Management, Cum Laude

1998 — 2001

Dominican University of California

Bachelor's degree, Communications, Cum Laude

ABOUT MIRARI JACOBSON

I have 20 years of experience providing strategic support and building sustainable smart family office systems for UHNW individuals and families.

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