CSG Welcomes You

If you are a first time visitor you are invited to our different welcoming areas based on the kind of investor you are

Institutional Investors

Individual Investors

Consulting Services Group has been assisting high net worth individuals and their families since 1988. We acknowledge the uniqueness of each client situation and do not subscribe to a standardized approach.

To meet our private client’s needs, our traditional services range from investment policy development, and asset allocation analysis, to manager search and selection, and ongoing performance measurement.

We can also assist in identifying and negotiating additional strategic alliances, such as custodial arrangements, banking (credit) relationships, estate and tax attorneys, and accounting firms.

We are aware of the main issue that distinguishes our private clients from the majority of our institutional clients, namely, taxes. We recognize the need for tax efficiency in the investment program, estate planning, philanthropic planning and wealth transfer strategies.

It is our responsibility to coordinate a plan designed to achieve the clients' investment goals, reduce market risk, minimize tax liabilities, and provide for the efficient transfer of assets to future generations and charities. We are committed to delivering the specialized personal service that is desired by most individual investors.