About Us
Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning. Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families.
Wealth Management Advisors of ESG assist individuals in identifying the core values, belief and legacy they want to perpetuate for themselves, their families and their communities. This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client.
The planning process and strategic view allows individuals to maintain their financial independence and perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society.
ESG advisors have a high level of understanding of some of the most advanced tools available including Revocable and Irrevocable Trusts, GRATS, QPRT, ILIT, QDOT, CRT, COLI, Business Continuity and Buy-Sell Agreements. By working closely with an ESG Wealth Management Advisor, you can bring clarity to your estate planning goals, discovering not only how you want to distribute your estate, but why. ESG wealth management advisors help ensure that your values are the foundation of your plan.
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