Move with Precision

We strategically steward wealth through curated investment solutions. Our advisors work hand-in-hand with each client to create personalized portfolios across public markets, private equity, real estate, and other assets—always guided by risk tolerance, legacy goals, and global market foresight.

EBS services include:

• Strategic asset allocation & diversification
   
• Global portfolio management
   
• Private market & direct investment access
   
• Impact and ESG-aligned investing
   
• Family liquidity planning

We secure the future of your legacy with precision. From multigenerational trusts to cross-border estate strategies, our firm ensures that your wealth transfers efficiently, legally, and in full alignment with your values.

EBS offerings include:

• Custom trust & estate planning structures
   
• Dynasty trust formation
   
• Asset protection strategies
   
• Global jurisdiction planning
   
• Family governance & education for heirs

In today’s complex global tax environment, we deliver intelligent tax planning designed to minimize liabilities while maximizing compliance and discretion. Whether domestic or international, our tax advisors integrate legal, financial, and corporate structures to protect and optimize your wealth.

EBS Services include:

• Personal and corporate tax optimization
   
• International tax planning and compliance
   
• Strategic use of trusts and entities
   
• IRS and regulatory representation
   
• Transactional tax consulting 

Our clients benefit from high-level coordination between legal entities, business interests, and intergenerational governance structures. EBS FIRM INC partners with elite legal professionals to ensure your affairs are not only protected—but positioned for future growth.

EBS Capabilities include:

• Private legal counsel coordination
   
• Family constitution creation
   
• Board and trustee structuring
   
• Dispute resolution oversight
   
• Corporate governance compliance

Time is your most valuable asset. We help you reclaim it. Our lifestyle and concierge services are tailored to simplify and elevate your everyday—managing everything from private travel to family office staffing, all with discretion and efficiency.

EBS concierge offerings:

• Private aviation and luxury travel arrangements
   
• Residency and citizenship planning
   
• Household staff vetting & payroll management
   
• Art, collectible, and yacht advisory
   
• Relocation support & global mobility solutions

For clients with operating companies, commercial ventures, or significant real estate portfolios, our advisors offer strategic counsel across acquisition, development, governance, and succession.

EBS Advisory expertise includes:

• Business structuring & executive advisory
   
• Cross-border M&A and investment analysis
   
• Commercial & residential real estate consulting
   
• Valuation, tax, and legal review
   
• Legacy planning for business transitions

We help families transform wealth into meaningful impact. From setting up private foundations to international giving structures, our team supports philanthropic ambitions that reflect your family’s values and vision.

EBS provides guidance on:

• Foundation and trust establishment
   
• Charitable tax strategy and giving vehicles
   
• Grant-making frameworks
   
• Generational philanthropy education
   
• Global humanitarian partnerships