The Eshoo Group

Wealth management requires goals-based strategies that are unique to your family dynamics. For us, it starts by getting to know each of you, understanding your priorities, and helping you build a plan that will work for today and tomorrow.

We know from experience that building deep and meaningful relationships with client families is paramount, ensuring that our conversations are always focused on what really matters in your lives.

Collectively, our team has over 50 years of experience across all aspects of wealth management, including a team of specialists who are deeply grounded in the nuances that are essential for complex families. No matter the situation or dynamic, we will be at the ready to give you a perspective and help you think through how to achieve the ideal outcome for your family.