For families with significant wealth, there is little relevance to standard financial services or basic plans. What’s needed is specialized expertise, as well as the processes and resources to implement tailored private wealth solutions.
After 32 years at one of the largest Financial Firms, we were looking for the best possible structure to allow us to focus on our clients while gaining the flexibility and freedom required to run a modern Wealth Management business. We chose to partner with Sanctuary Wealth to better serve G Squared’s clients and allow our firm to focus on client service vs. back office, compliance and HR. Through our partnership with Sanctuary, G Squared gained the benefits of an independent fiduciary, while maintaining the support systems needed to keep our focus on our clients. Sanctuary Wealth provides industry leading resources and technology, economies of scale, and has access to the best-in-class specialists allowing G Squared to deliver a seamless and comprehensive wealth management experience.
With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a boutique private wealth experience for each client. Our team provides safe, steady investing and smart, thorough planning to individuals and families with significant wealth.
“Our focus is you and you alone. As an independent firm, we are free to provide seamless, fully customized financial guidance without the incentives or dictates of a parent institution.”
Brandi specializes in advising high net worth individuals, families, and business owners with a hands-on, personalized approach. Her desire to work alongside her clients to build and protect wealth aligns perfectly with G Squared Private Wealth’s core values framework. Her previous career in real estate investment and lending uniquely positions her to add value when advising clients. Brandi specializes in complex planning for high-net-worth individuals by providing detailed financial plans and customized portfolio solutions.
Brandi earned a degree in Communication with a minor in Business from Texas A&M University. After graduating in 2003, she built her real estate practice in the Bryan College Station area and became involved in numerous organizations throughout the community. She is a past president of the Leading Women Express Network of the American Business Women’s Association, and has held various board positions including Habitat for Humanity, Chamber of Commerce, American Heart Association, and B/CS Board of Realtors. She is currently a member of Scotty’s House Women of Courage, treasurer for The Woman’s Club of BCS, and is the junior high track coach at Brazos Christian, where her children attend school. She enjoys playing golf, spending time at the lake, taking in Aggie sports and rooting on her daughters, Cate and Claire, in sports and equestrian competitions with her husband Clint.
Since 1987, George has been working with individuals, corporations and endowments to design custom strategies. Prior to launching G Squared Private Wealth, he led the Georgiades Group, a 5-person team managing more than $425 million in client assets. Having built and transitioned multiple businesses in addition to professional experience working with business owners, he has specialized expertise in capital foundation, sales and divestiture as well as post liquidity investment planning for owners. He has also designed investment programs for endowments, foundations, hospitals, corporations, retirement plans and individuals.
George holds two Bachelor’s degrees and also attended graduate school in Agriculture Economics at Texas A&M University. He has also earned portfolio management credentials and the Certified Investment Management Analyst (CIMA®) designation. His community roles include 100 Club Board of Directors, Houston Live Stock Show and Rodeo Director, Past President of the Houston Polo Club and Past President of the Brazos County Go Texan Association. He has also served on the 12th Man Foundation Board of Directors and the Allen Academy Board of Trustees. George is also a founder of 6 Degrees Wealth, a startup by Advisors, for Advisors.
In 2018, 2019, 2021, and 2022 George was named to the Forbes Best-in-State Wealth Advisors list for Texas*.
With in-depth expertise in market research, economic and financial analysis, and portfolio construction, Victoria, a Founding Partner of G Squared Private Wealth, is primarily responsible for the design, implementation and monitoring of client portfolios. This includes extensive analytics and research, as well as a thorough due diligence process for manager selection and oversight. Her expertise enables the team to deliver highly customized strategies for ultra-high-net-worth individuals, families and business owners.
A graduate of the Mays Business School at Texas A&M University, Victoria is also a CFA charterholder (Chartered Financial Analyst). This prestigious designation is earned and maintained through a highly selective process of study, experience and ethical standards. She is an active member of her local community, having served on the Board of the Aggieland Humane Society and volunteering with the Women’s Resource of Houston, an organization that promotes financial literacy for low-income women. She also sits on the Advisory Board for the Masters in Finance program at May’s Business School and is a Chapter President in her alumni network. She is a member of the Houston Polo Club and enjoys polo and horseback riding. Victoria is also a founder of 6 Degrees Wealth, a startup by Advisors, for Advisors.
As Senior Client Associate, she manages the operations of the firm and helps execute the team’s boutique client service model. She has worked alongside George and Victoria since 2008, after holding a management position at a major bank in Bryan, Texas. Janet holds a Bachelor’s degree from Texas A&M University.
Tanner has an extensive background in the hospitality industry that includes spending a number of years at an exclusive private country club. His experience assisting affluent members during this time prepared him well for serving client needs at G Squared Private Wealth.
Tanner is a graduate of Texas A&M with a degree in Universal Studies and minors in Economics and Business. He is a native Texan, born and raised in the Waco area. In his free time Tanner enjoys cooking, traveling and being outdoors helping on his family farm.
Jennifer started her financial industry career after working in the legal field in Houston, TX and wanting to better serve clients and help with financial planning. Jennifer got her undergraduate at Southwestern University, and her J.D. from the University of Houston. She practiced law in Houston for 5 years at Locke Lord, before joining G Squared in 2022. She is currently working on her financial registration licensing as well as her CFP designation in order to better serve clients.
Jennifer’s main area of expertise is financial planning, analysis, and coordinating estate planning and liquidity events. She is currently licensed to practice law in the state of Texas and all 4 Federal districts. In her free time Jennifer enjoys travel and is a passionate dog lover.