The Virtual Family Office

A Holistic Approach to Asset and Wealth Management

Our Virtual Family Office

In conjunction with our partners, GT Investment Management provides bespoke, holistic asset and wealth management services to individuals and families, of a type and in manner to those offered by traditional “one family” Family Offices.  These services might 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. 

Interested in learning more? Schedule an introductory call with our team below.


Interested in learning more?

Schedule an introductory call or fill out the form below to learn more.