Services
High and ultra-high-net worth families trust G2 because we understand, at the deepest levels, what it takes to manage complexity.
And not just from a portfolio investment standpoint; from a financial planning, income tax planning, estate and gift tax planning and private capital investing as well.
Wealth Management
COMPREHENSIVE WEALTH MANAGEMENT IS A HIGHLY CUSTOMIZED, ONGOING PROCESS.
It includes both investment management and financial planning and is designed to help you not only build your net worth, but protect it as well.
What's IncludedFamily Office Services
GET THE BENEFITS OF A DEDICATED FAMILY OFFICe WITHOUT THE CHALLENGE AND EXPENSE OF MANAGING ONE.
Having a net worth of greater than $10 million brings a unique and complex set of challenges to navigate, from protecting capital to optimizing returns to transferring your wealth to the next generation in the most tax-efficient way possible. Our family office services help you do all those things and more.
What's IncludedInvestment Management
MAXIMIZING YOUR RISK-ADJUSTED RETURN IS OUR ONLY GOAL WHEN IT COMES TO PORTFOLIO CONSTRUCTION.
For clients who engage us strictly for our investment expertise, we offer thoughtful investment management services that help you build a portfolio that’s smart, balanced, and well positioned for long-term growth.
What's IncludedPrivate Capital Investing
PRIVATE CAPITAL INVESTMENT OPPORTUNITIES LIKE PRIVATE EQUITY, VENTURE CAPITAL, PRIVATE CREDIT, AND REAL ASSETS CAN BE LUCRATIVE.
But while private capital has the potential to generate outsized, non-public market-correlated returns for you, it takes a diligent, customized, diversified approach to get it right. G2’s private capital methodology does just that.
What's Included