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We partner with some of the industry’s most respected firms to bring a wider range of expertise and a higher standard of service to our clients looking to simplify their lives. Together, our sophisticated wealth solutions solve the complex issues, from tax mitigation to succession plans, all while nurturing a relationship built upon a foundation of trust.
Hybrid Financial Firm
Defined by its unique open platform, Partnered IndependenceSM, Sanctuary Wealth is a hybrid financial firm with wholly owned partnerships. Sanctuary has developed an elite network of advisors who, like G Squared Private Wealth, knew that independence was the best option for their team and their clients.
G Squared Private Wealth chose to be partnered with Sanctuary Wealth to better serve our clients. Through Partnered Independence, G Squared gained the freedom, flexibility, and control of an independent fiduciary, yet has the support systems needed to keep focus on clients and has access to the best-in-class specialists and resources needed to deliver a comprehensive wealth management experience.
Learn More About This PartnerFinancial Advisor Transition & Acquisition
6 Degrees Wealth knows that you have built a personal relationship with your clients with trust at its core. We believe that trust must also be at the core of any client transition too. 6 Degrees is an independent firm built on the principles of financial planning and sound values, unencumbered by corporate mandates.
Together with G Squared, the 6 Degrees team partners with wirehouses and advisors to continue to deliver the personal boutique experience your clients value. We are committed to guiding your clients through a seamless transition and continuing the legacy you have built.
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Model Portfolios & Strategies
Sanctuary Asset Management, or SAM, provides model portfolios and OCIO services to all Sanctuary partner firms across the USA. This allows advisors to work with turnkey solutions with active management at a more efficient price point than many models and portfolios available. Victoria Greene, the CIO at G Squared Private Wealth, works closely with the team in Austin, Texas.
In addition to monitoring model portfolios and managing security and fund selection, Victoria runs three equity portfolios: Equity Income, Equity Income & Growth, and MLPs that provide exposure to the U.S. large cap market, dividends and specialty income sector for UHNW individuals. As a CFA Charterholder, Victoria is pleased to be able to use the G Squared process as well as her research and portfolio management skills to assist other advisors across our partner firms at Sanctuary Wealth.
Learn More About This PartnerModel Portfolios & Strategies
Sanctuary Asset Management, or SAM, provides model portfolios and OCIO services to all Sanctuary partner firms across the USA. This allows advisors to work with turnkey solutions with active management at a more efficient price point than many models and portfolios available. Victoria Greene, the CIO at G Squared Private Wealth, works closely with the team in Austin, Texas.
In addition to monitoring model portfolios and managing security and fund selection, Victoria runs three equity portfolios: Equity Income, Equity Income & Growth, and MLPs that provide exposure to the U.S. large cap market, dividends and specialty income sector for UHNW individuals. As a CFA Charterholder, Victoria is pleased to be able to use the G Squared process as well as her research and portfolio management skills to assist other advisors across our partner firms at Sanctuary Wealth.
Learn More About This Partner
Throughout our combined 50+ years of advising clients, we have developed relationships with the preeminent accounting and legal minds in the country. Our mandate is to deliver a choice of the best-in-class resources to help our clients achieve their objective. Whether that is the transfer of wealth to the next generations or to efficiently navigate the complexities of a liquidity event.