Samuel Congdon founded EDG in 1999, building upon his experience working with clients from around the world in international financial services. “Many people from all over the world expressed concern about their financial situations and the risks they were facing,” says Sam. “Others wanted to do business globally but didn’t know the best way to go about it. One thing they all had in common was that they were unaware of the benefits that going offshore had to offer. The average person assumes that domestic options are their only options. I wanted to bring offshore solutions to people to help them protect the assets they’ve spent many years accumulating, restore their financial privacy and to make it easier to do business internationally. It’s gratifying when our clients breathe a sigh of relief, knowing that their finances are safer, private and more secure than they ever have been.”

Since its founding, EDG has extended its international reach to a broad array of countries and enjoys partnerships with some of the world’s leading financial institutions. Throughout the company’s success, Sam has played a hands-on role. “Our clients place their ultimate trust in us when they seek advice about their assets,” says Sam. “In turn, I have to be completely confident in the partners we use when creating an offshore structure for our clients.” Sam insists on personally visiting each and every one of the financial institutions that EDG sends clients to. “Our clients appreciate the fact that I’ve been there, seen the office, met the people and that I’ve shaken their hands and looked them in the eye.” Countries he has traveled to include The Bahamas, Antigua, Nevis and St. Kitts, Dominica, St. Lucia, The Turks and Caicos Islands, The Netherland Antilles, Canada, Mexico, Ireland, England, The Isle of Man, Switzerland, Luxembourg, Austria, Holland, The United Arab Emirates, Panama, Venezuela, Nepal, Thailand and India. This extensive roster of international contacts provides a wealth of knowledge to help EDG better serve clients.

Prior to founding Equity Development Group, Sam was the Executive Vice President of a Bahamas-based offshore service provider. During his tenure there Sam guided clients through the process of establishing offshore corporations, trusts, bank and brokerage accounts and also assisted clients with their international investment decisions. Sam earned a Bachelor of Science in economics from Hillsdale College in Michigan and a Master of Business Administration from Southern Methodist University in Dallas, Texas. Sam currently heads the Dallas office, from which he works with clients worldwide. To contact Sam directly, visit the contact EDG page.