Partnering for successful client engagements

As Private Wealth Advisors based in Atlanta, GA Leslie, Rebecca and Curt pride themselves on maintaining a low client-to-team member ratio so that they can deeply understand their clients' priorities and the challenges they face. To provide the best client experience, The ESOP Group and the Hardee Investment Group have chosen to partner to serve clients in the greater Houston area.

Insight and experience for entrepreneurs and exceptional families.

The ESOP Group is an experienced team of professionals focused exclusively on the unique needs and challenges of business owners and exceptional families. For more than 35 years, they have provided advice to clients, guiding them through major milestones in their businesses and lives. Clients entrust them to coordinate the resources of RBC’s professional network and team to tailor solutions that help fulfill client’s goals and preserve their legacy. Whether helping clients build a succession plan for their company, offering trust and estate planning services for their family or wealth plan for their assets, their goal is to help make life's biggest financial decisions easier.

Why clients choose us

• We are a multigenerational team spanning five generations backed by the full resources of RBC Wealth Management. Having managed assets through multiple recessions, our senior partners bring wisdom and experience while younger partners bring relevance and continuity to our clients.
• Our combined team of 12 professionals includes a Chartered Financial Analyst, three CERTIFIED FINANCIAL PLANNER professionals, five Certified Exit Planning Advisors®, one Chartered Retirement Planning Counselors, a Chartered Financial Consultant®, a Chartered Alternative Investment Analyst and an Associate Wealth Manager.
• We have advised hundreds of business owners throughout the country who have trusted our ability to help them achieve meaningful outcomes for their families, employees and those next in line. Additionally, post transaction we remain actively involved with the company to assist with the important task of repurchase obligation planning and funding.
• Our deep connections within the firm expedite our ability to deliver solutions to our clients.
• As PWAs we each understand the complexities of intergenerational wealth and the challenges faced by exceptional clients. Working together, we align our strengths to help these clients pursue their most important goals. We have undergone rigorous training to strengthen knowledge; and are proficient in helping manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.

Who we serve

• Business owners of lower middle market private companies ranging in size from $25M to $500M seeking liquidity or succession options
• Multigenerational families
• Family offices
• Private companies­ with cash management, executive compensation and retirement plan needs