Overview

ESG was founded on the premise that ultra high net worth individuals and families have outstanding professional relationships already in place. What these individuals and families don’t have is a single point of contact charged with managing these relationships.

We understand that wealthy individuals and families want to enjoy their wealth and do not want to be tasked with managing all the details that surround their wealth.

ESG provides complete, 360-degree management of our clients’ Financial and Lifestyle needs and becomes the single point of contact for our clients. Since we do not sell a product, do not handle investments and do not prepare tax returns, our clients benefit from our truly independent advice.