The EBS Experience
A boutique multi-family office serving an exclusive global clientele of ultra-high-net-worth families, principals, and trustees — each with a minimum of $50 million in investable assets.
Who We Serve
Headquartered in Miami, Florida, EBS Firm Inc. operates as a boutique multi-family office — a firm that is deliberately small, deliberately selective, and built around the conviction that sophisticated wealth demands an equally sophisticated response.
We do not serve everyone. We serve those whose financial complexity, privacy requirements, and generational ambitions exceed what institutional wealth management is designed to handle.
What Distinguishes EBS
The families we serve are not underserved by resources. They are underserved by integration — advisors who understand how each decision connects to every other. That is what EBS is built to provide.
Every client relationship is personally overseen by Kalanie Petersen. You are not assigned to a relationship manager. You have direct access to the principal who built this firm.
Every engagement is governed by a client-specific NDA executed before any conversation begins. A strict zero-social-media policy applies to all advisors and staff without exception.
We do not provide siloed advice. Every strategy — investment, tax, legal, estate, concierge — is designed to function as an integrated system, coordinated by a single advisory team with full visibility.
With advisors positioned across the United States, Europe, and the Gulf region, we serve clients across the jurisdictions where their lives and assets are most concentrated.
We accept a limited number of new client relationships each year. This is not a positioning strategy — it is the operational reality of delivering the depth of service our clients require.
Every recommendation is evaluated not only for its immediate effect but for its impact on the family's wealth across ten, twenty, and fifty-year time horizons.
Our Commitment
Stewardship, at EBS, is not a service we offer. It is the operating principle from which every engagement begins. It means that we approach your wealth not as a portfolio to be optimized, but as a legacy to be protected — with the same care, precision, and long-horizon thinking that you applied to building it.
It means that when your family's circumstances change — through market shifts, tax code revisions, transitions of leadership, or transitions of generation — the structure we have built moves with you, not against you.
And it means that every advisor at EBS is bound by the same standard: your interests, fully protected, and your affairs, absolutely private.
Family Office Intelligence Brief
A curated briefing covering the regulatory shifts, tax developments, and wealth preservation strategies most relevant to ultra-high-net-worth families and family office principals — delivered only to those who qualify.
For qualified subscribers · $50M+ AUM · Invitation reviewed within 48 hours
All submissions are reviewed personally and governed by our standard NDA. We do not share, sell, or reference subscriber information under any circumstance.
Begin the Conversation
We accept a limited number of new principal relationships each year. Applications are reviewed personally by Kalanie Petersen and responded to within 48 hours.
4300 Biscayne Blvd, Suite 203 · Miami, FL · (305) 882-9192