Family Office Services
Get the benefits of a dedicated family office without the challenge and expense of managing one.
Managing generational wealth brings a unique and complex set of challenges to navigate, from protecting assets, to optimizing returns, to transferring your wealth to the next generation. With G2, you get the benefits of an in-house family office without the complexities of managing one. That includes a full team of experienced partners who are ready to serve you with personalized advice, exemplary service, and steadfast wealth management that conforms to your family’s unique circumstances and needs, including private capital investment opportunities.
Strategic Services
Centered Around You
Our customized family office advisory services can include:
Investment Management
Financial planning
Tax Planning
Personal cash flow reporting
Coordination of estate and gift tax planning
Charitable gift planning
family meetings and education
coordination of risk management needs
exclusive private capital opportunities
COORDINATION OF TAX COMPLIANCE
BUSINESS ADVISORY
MERGERS & ACQUISTIONS CONSULTING
PRIVATE AIR CONSULTING
GENERATIONAL WEALTH PLANNING
INSURANCE PLANNING
Our Approach
Peace of Mind.
You’ll feel confident knowing that your affairs are being handled with care, attention to detail and, most importantly, a deep understanding of your personal situation.
Deep Technical Expertise.
You get extensive investment, financial planning, business, and tax advice from a full team of senior financial advisors with extensive technical expertise. And they’re putting it all to work with the sole purpose of achieving your goals.
Unique Opportunities.
OUR BACKGROUNDS, CAPABILITIES AND EXPERIENCE HELP ENSURE THAT YOU SEE AND SEIZE THE RIGHT OPPORTUNITIES SO YOUR FAMILY CAN FLOURISH FOR GENERATIONS TO COME.
With a deep understanding of your financial situation and goals, we’re constantly looking for ways to add value via smart planning and forward-thinking investment opportunities.
Complicated to Clear.
WOULDN’T IT BE GREAT TO HAVE ALL YOUR FINANCIAL DATA AND INFORMATION ORGANIZED AND CONSOLIDATED IN ONE PLACE?
Our team is dedicated to transforming your financial life from complicated to clear. That means coordinating and cooperating with your team of other advisors to ensure you get ideal advice and efficient implementation. And you can access all your financial data quickly, simply, and in one place.