Legacy isnât 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 â¨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 youâre selling internally or to a third party, our resources and experience are invaluable to a successful transition.
Learn MoreINDIVIDUALS IN â¨RETIREMENT
Tailor-made, robust financial plans for your future to enhance your life and grant you peace of mind.
Learn More
What makes G Squared â¨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. Weâre 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.
Weâre in the relationship-building â¨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 Power Check: Thursday’s Sell-Off Is Not Signaling AI Trade Is Over
Victoria Greene, G Squared Private Wealth CIO, joins âPower Lunchâ to discuss Greeneâs take on Thursdayâs market action, the recent price moves with Oracle and much more.
Learn More from CNBC Power Check: Thursday’s Sell-Off Is Not Signaling AI Trade Is Over
CNBC The Exchange: Where Chipotle Loses McDonald’s Will Pick Up
Victoria Greene, G Squared Private Wealth, joins âThe Exchangeâ to discuss Greeneâs investing take on McDonaldâs, Royal Caribbean and Shopify.
Learn More from CNBC The Exchange: Where Chipotle Loses McDonald’s Will Pick Up
CNBC The Exchange: Google Has To Show It’s Protecting Search This Earnings Season
Victoria Greene, G Squared Private Wealth CIO, joins âThe Exchangeâ to discuss Greeneâs thoughts on big tech earnings.
Learn More from CNBC The Exchange: Google Has To Show It’s Protecting Search This Earnings Season
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.