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In conjunction with our partners, GT Investment Management provides bespoke, holistic asset and wealth management services to individuals and families, similar to those offered by traditional “one family” family offices. These services include:
financial planning
estate planning
succession planning
wealth/investment management
insurance
charitable giving
wealth transfer planning
tax services
investment banking (if the individual owns all or a significant portion of a business)
Particularly for the High Net Worth Owner / Operator of a Business, our Dual Investment Advisory and Investment Banking Structure allows for a true “business wealth plus personal wealth” approach to Financial Planning, Asset Management, and Value Creation.
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“Ab sint dolores occaecati. Dignissimos ut dolor qui repellat aut autem. Laboriosam non magni labore amet commodi consequatur. Laboriosam non magni labore amet commodi consequatur.”
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Schedule an introductory call or fill out the form below to learn more.
