Strategic Partnerships
Banks & Depository Institutions
We formed ES Group with the intent to be different. The majority of the Qualified Intermediary industry forces you to utilize their banking relationship. Whether it is a title company forcing you to use their escrow or operating account, or a qualified intermediary that has only one banking relationship for ease of use, it is the client that suffers. While we acknowledge one banking relationship may make our lives easier, we also realize that is not what our clients prefer. We have built our business in partnering with depository institutions such as banks and credit unions in providing their clients with services usually only offered by few West Coast large banks and title insurance companies. If you are a client seeking to use a bank you are comfortable with, or a banker looking to get into this business we want your input. Please click on the Contact Us section of our website.
Recent bank partners:
Forums for Direct Swaps
Non-Bank Alliances
Estate Planning Attorneys
- Daniel Ruttenberg, Smolen Plevy
- Thomas Kessinger, Kessinger & Klanica, LLC
Institutional Client CPAs
- Kelly Toole, Beers & Cutler
- Tom Nice, Reznick Group
Private Client CPAs
- Mark Dickson, CPA, CFA
- Terry O’Connor & Carl Desmerais
Self-Directed IRA Companies
Reverse and Improvement Exchanges
- Stan Freeman, Exchange Strategies Corporation (“ExStra”)
Cost Segregation
Aircraft Attorneys
- Mark Ringel, Crowell & Moring LLP
- Chris Younger, Law Offices of Christopher B. Younger, LLC
Commercial Real Estate Attorneys
Tax Attorneys
- Robert Ercole, Neuberger Quinn
- Matthew Campione, Smolen Plevy
Title Companies
- Dominion Title
- North American Title of Washington, DC
- North American Title of Severna Park, MD
- North American Title of Greater Baltimore Area
Property and Casualty Insurance
- Max Olson, Olson Insurance Agency
Institutional Solutions 
