EES is a boutique firm that increases the bottom line by assisting companies to embrace their teams to promote powerful people and enhance their skills internally and externally.

EES equips companies interfacing with high net worth individuals to understand and address the evolving needs challenging organizations with generational differences. We design modules to motivate and align teams internally to present a consistent mission that is client-centric.

Our tailor-made modules are streamlined to be an efficient set of quick blasts of powerful messaging. We empower team members to take ownership and to follow up on leads.

Our modules are technology-driven, using quick and effective messaging.

  • Trackable
  • Efficient
  • Effective

EES strives to reduce the turnover rate, increase client referrals, loyalty, trust and progressive events to encourage families to maintain generational connectivity.

  • Fast weekly refreshers
  • Incentives for improved performance
  • Benchmarks for best practice sharing
  • Recruitment testing to access the right team fit



Emotional intelligence, cultural awareness, and mindfulness is enhanced through ongoing subliminal messaging. Daniel Goleman emphasizes in all his books the high correlation between EQ and success: “If your emotional abilities aren’t in hand, if you don’t have self-awareness, if you are not able to manage your distressing emotions, if you can’t have empathy and have effective relationships, then no matter how smart you are, you are not going to get very far”.



We work very closely with our clients to accelerate results through empowering people, bonding teams, and harboring a sense of ownership and accountability. We work together to keep our client’s cortege at the heart of everything they do. We harbor and grow generational awareness, family loyalty and trust and increased referrals.

Efficacy: The power to produce a desired effect
Empowering: Making people stronger and more confident in controlling their life
Society: A brotherhood or sisterhood

EES Strategy

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