What’s needed is specialized expertise, as well as the processes and resources to implement tailored private wealth solutions.
With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a customized, boutique private wealth experience for each client. G Squared Private Wealth provides safe, steady investing and smart, thorough planning to individuals and families with significant wealth.
Safeguard significant wealth
Build a legacy of philanthropy and family values
Transfer wealth tax-efficiently
Monetize the success of the business
Navigate succession while mitigating tax and risk
Organize and coordinate cash flow
Build and protect estate
Pursue new opportunities and business interests
“At the heart of what we do is providing guidance through life events. This means we evolve alongside our clients as we guide them through events like the transition of a family legacy or the succession of a business.”