Overview
The GSG Solution
Our Services
Investment Management
Estate Planning

Business Succession Planning

Retirement Planning
Income Tax Planning
Charitable Planning
Education Planning
Insurance Planning
Asset Protection Planning
Family Office Coordination
Our Process
 
The GSG Solution

Under the traditional wealth management model, the family’s team of advisors each handles their respective area of planning with the administration and integration of such services being left to the family to manage. In many cases the family’s advisors do not effectively communicate with the family and rarely communicate with the other advisors. This may create disconnects in the family planning that negatively impact the family’s ultimate goals.

 

GSG’s solution is more than just traditional wealth management. It's life and wealth management. Our firm brings independent advice and structured organization to your financial life. GSG will partner with your other trusted advisors to serve as your family's Board of Directors. Through our deep industry knowledge in the investment, tax, estate and financial planning services areas, we utilize this “Board Approach” to orchestrate a comprehensive and coordinated planning process that will better serve you and your family. You'll feel a new sense of freedom to use your time for what you want and you'll enjoy a well-founded confidence that you’re making sound financial decisions.