G Squared Private Wealth

Forbes Best-in-Texas Wealth Advisor 2018 and 2019*

Our 32-year history has led us to industry accolades and client successes.

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G Squared Private Wealth

We’re happy to welcome Tanner Vroman to our team.

Exceptional client service is a hallmark of G Squared, and with this latest addition to our team we’ve raised the bar even higher.

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G Squared Private Wealth

Private Wealth Management

For individuals and families with significant wealth.

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G Squared Private Wealth

We’re independent.

Find out why we launched G Squared Private Wealth.

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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.

With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a customized, boutique private wealth experience for each client. G Squared Private Wealth provides safe, steady investing and smart, thorough planning to individuals and families with significant wealth.

Welcome to G Squared Private Wealth

With a 32-year history behind us, we’re looking ahead to the new opportunities created through our transition into independence.

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Who Works with Us?

Families with Multigenerational Legacies

Priorities


Safeguard significant wealth


Build a legacy of philanthropy and family values


Transfer wealth tax-efficiently

Features of our approach

  • Comprehensive risk management with tax mitigation and longevity roadmaps
  • Leveraging best-in-class service providers to coordinate wealth strategies
  • Responsible growth strategies for foundations and endowments

Business Owners Navigating Transitions

Priorities


Monetize the success of the business


Navigate succession while mitigating tax and risk


Maintain financial clarity

Features of our approach

  • In-house research and analysis on potential liquidity events
  • Technology-enabled platform to stay organized and track progress
  • Family office coordination to align strategies

Individuals in Retirement

Priorities


Organize and coordinate cash flow


Build and protect estate


Pursue new opportunities and business interests

Features of our approach

  • One-to-one discovery process to clarify the purpose of your wealth
  • Consolidating investments and implementing a cash flow management process
  • Disciplined, custom portfolio management with thorough due diligence process

“At the heart of what we do is providing guidance through life events. This means we evolve alongside our clients as we guide them through events like the transition of a family legacy or the succession of a business.”

George Georgiades CIMA®
Founding Partner & Managing Director
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