Everyday Client Wealth (Accredited Investors)
We help affluent families and accredited investors ($1,000,000 or more of net worth) protect and grow their wealth, manage their tax exposure, insure potential risks, and create a legacy for their future. We utilize alternative investments, best- of the best money managers, tax avoidance and risk mitigation strategies to build a vibrant portfolio for our clientele.
Business Owners
"Making it" to a $1,000,000 net worth as a business owner is quite an accomplishment, but when it comes to managing wealth created by your business, it can feel overwhelming. Working with an experienced, independent advisor can allow business owners to focus on what they do best, running their business. Our business owner clientele can be in our everyday or private wealth divisions, but their needs and goals are often different. They typically need more help reducing taxable income now, and creating plans for themselves and their employees to ensure the continued success of their business plan regardless of what the future may hold.
We work closely with our business owners and their key employees and partners to provide a complete plan with the tools necessary to make wise decisions surrounding the management of their wealth. This process ensures that the wealth they create while they are working continues to grow beyond their earning years and transitions to their loved ones in the future. At G&L financial, we understand the importance of total privacy and discretion when it comes to working with business owners.
Charitable & Generational Trust Management
We help families create generational wealth transfer plans utilizing various estate planning techniques, legal entities and alternative investment vehicles to create income for generations while reducing or avoiding estate taxes. We also help families create CRT's (Charitable Remainder Trusts) and CGT (Charitable Gifting Trusts) to create posterity and legacy for years to come by creating longtime endowments for the non profits they wish to help succeed. With our team of advisors and attorneys, we have the structure in place to not only create these plans and entities but to ensure that they will be managed properly into the future.
