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.”