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Families with Multigenerational Legacies

Navigating family wealth through decades of experience and expertise.

G Squared understands the importance of legacy to our clients and we advise them in teaching the next generation how to be responsible stewards of family wealth. Because each client can face unique challenges, we are able to help define their unique planning goals and steer them towards a successful outcome.

Priorities


Safeguard significant wealth


Build a legacy of philanthropy and family values


Transfer wealth tax-efficiently

Features of our approach

  • Comprehensive risk management with tax mitigation and longevity roadmaps
  • Leveraging best-in-class service providers to coordinate wealth strategies
  • Responsible growth strategies for foundations and endowments
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