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THE EVERETT SMITH GROUP LIMITED

Harrogate, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Overview

Marshall Street Capital is a leading financial services firm based in Milwaukee, Wisconsin, specializing in asset management, preservation, and growth for high-net-worth individuals and families. We combine a long-standing legacy of operating company ownership and value creation with a modern, diversified investment approach. Our core services encompass comprehensive portfolio management, tax planning, estate planning, reporting, philanthropic advising, and administrative support, all delivered through a collaborative partnership with leading advisors.

Crucially, we operate through Claridges Trust Company, a Tennessee-registered private trust company, providing professional trustee services for family trusts and ensuring robust governance and security for our clients’ assets. We are dedicated to building lasting relationships and delivering tailored solutions to meet the unique needs of each client, focusing on maximizing asset value and providing peace of mind.

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Contact Details

info@esmithgroup.com

Harrogate, United Kingdom (UK)

Employees

2-10

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