Legacy isn’t built overnight.
Families with significant wealth need a partner they can trust. A partner with the specialized expertise that has the resources to make their wealth work for them.
Multi-Generational Families
Decades of experience and expertise advising the next generation on how to be responsible stewards of their family’s legacy.
Learn MoreBUSINESS OWNERS NAVIGATING TRANSITIONS
Whether you’re selling internally or to a third party, our resources and experience are invaluable to a successful transition.
Learn MoreINDIVIDUALS IN RETIREMENT
Tailor-made, robust financial plans for your future to enhance your life and grant you peace of mind.
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What makes G Squared Private Wealth different?
We know the lay of the land, from oil and agriculture to tech and finance. We’re a boutique firm based in Texas but our expertise spans far and wide. Our team delivers custom strategies and the right resources, all tailored to fit your needs. We’re here to make sure your wealth works for you, now and for generations to come.
An independent firm with a fiduciary standard of care.
Delivering industry-leading resources to our clients.
Providing personalized and innovative solutions at scale.
We’re in the relationship-building business
Whether you seek help on financial planning, succession plans, estate structuring, portfolio management, or other financial services, our team offers personalized solutions to meet your goals. Our partners help us provide a broad range of resources and a higher standard of service to make it easier to grow your wealth.
Our ServicesCNBC The Exchange: Still Like Apple’s Stock As It Comes Without Hyperscaler Risk
Victoria Greene, G Squared Private Wealth CIO, joins ‘The Exchange’ to discuss the best stocks to play in today’s market environment.
Learn More from CNBC The Exchange: Still Like Apple’s Stock As It Comes Without Hyperscaler Risk
CNBC The Exchange: Victoria Greene Breaks Down Her Investment Thesis on Netflix, Intel and SLB
Victoria Greene, G Squared, joins ‘The Exchange’ to discuss Greene’s investing take on Netflix, Intel and SLB.
CNBC Worldwide Exchange: We Expect Higher Volatility This Year
Victoria Greene says Goldman stands to gain from AI and deregulation, but warns rising headline risks and Fed pressure could bring volatility and selective buying opportunities.
Learn More from CNBC Worldwide Exchange: We Expect Higher Volatility This Year
What sets us apart is our highly credentialed staff and our processes. We’re a boutique firm, but our capabilities and resources are anything but small.