Private Advisory Circle
The people who guard what cannot be replaced.
By invitation and verified application only.
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Private Advisory Circle
By invitation and verified application only.
Private Advisory Circle
By invitation and verified application only.
A private note from the founder
The families I serve have spent lifetimes building something
irreplaceable. My work is to ensure it remains that way.
Over the past sixteen years, I have worked at the intersection of complex wealth structures, generational tax strategy, and executive leadership — advising family office principals, trustees, and founders whose decisions carry consequences that extend well beyond a single balance sheet.
What I have observed consistently is this: wealth at scale does not suffer from a lack of capital. It suffers from a lack of the right counsel — advisors who understand that preserving a dynasty requires the same precision as building one, and who operate with the discretion that this level of trust demands.
EBS Firm Inc. was built around that conviction. Every engagement I accept is chosen deliberately. Every strategy we construct is built to outlast market cycles, tax code revisions, and generational transitions. I do not take on volume. I take on responsibility.
If you are reading this, it is because someone whose judgment you respect believed this conversation was worth having. I look forward to earning that trust.
The Advisory Consortium
Our advisory consortium represents over 80 combined years of specialized experience across the disciplines that matter most to families managing significant, multi-jurisdictional wealth.
Each advisor is individually vetted for both technical depth and cultural fluency across the jurisdictions and family structures they serve. Credentials are confirmed. References are held in confidence.
Every member of our team executes a client-specific Non-Disclosure Agreement before any engagement commences. A strict zero-social-media policy governs all client interactions, enforced without exception.
With advisors positioned across the United States, Europe, and the Gulf region, we serve clients where they operate — not where we find it convenient.
Kalanie personally reviews the strategy and service integrity of every active engagement. Nothing leaves this firm with her name attached that has not met her standard.
Our Operating Standard
Client-specific NDAs are executed at the outset of every engagement — not upon request, but as a matter of standard operating procedure.
Zero social media disclosure is enforced across every advisor and staff member. Your name, your assets, and your family's affairs are never referenced externally.
Compartmentalized access ensures that only the advisors directly serving your engagement hold any knowledge of your affairs.
No public client roster. The families who trust us remain known only to us. That is a commitment we have never broken.
Begin the Conversation
We accept a limited number of principal relationships each year. If your circumstances and our capabilities align, we will know within the first conversation.
Request a Private ConsultationApplication reviewed within 48 hours · $50M minimum · Miami, FL