G Squared Private Wealth

G Squared Private Wealth

Financial Services

College Station, Texas 1,118 followers

Sophisticated Planning for Family Wealth and Legacy

About us

For families with significant wealth, there is little relevance to standard financial services or basic plans. What’s needed is specialized expertise, as well as the processes and resources to implement tailored private wealth solutions. After a 32-year total history, we re-established our team as an independent firm so that we could fully commit to delivering on the principles of private wealth management – no corporate mandates, no generic models, just doing what we do well and leveraging the best of what’s available to coordinate comprehensive services in the best interest of our clients. With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a boutique private wealth experience for each client. Our team provides safe, steady investing and smart, thorough planning to individuals and families with significant wealth. Please see gsquaredprivatewealth.com for important related disclaimers

Industry
Financial Services
Company size
2-10 employees
Headquarters
College Station, Texas
Type
Privately Held
Founded
2019
Specialties
Wealth Management, Portfolio Management, Exit Planning, Retirement Planning, Financial Planning, Estate Planning, Multi-Generational Wealth Management, Ultra-High Net Worth Expertise, Risk Management, Legacy and Philanthropic Planning, and Boutique Service Approach

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Employees at G Squared Private Wealth

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