Service Offerings
Investment Management
- Provide and manage investment portfolios
- Establish client risk/return profile
- Prepare Investment Policy Statement
- Determine asset allocation strategy
- Ongoing investment portfolio monitoring, including rebalancing, reporting and tax loss harvesting
Wealth Management
- Establish goals and data organization
- Investment Management services
- G2 Wealth Management System - real time personal net worth statement and electronic vault
- Develop and maintain comprehensive financial plan covering cash flow and retirement planning, insurance, education savings and tax planning
- Coordination of income tax return preparation and estate planning
Family Office Advisory Services
- Investment and Wealth Management services
- Consolidated performance reporting for all marketable securities investment accounts
- Personal Chief Tax Officer services
- Private deal access and analysis
- Family meeting facilitation and education
- Charitable planning
- Business sale planning