Navigating Your Path to Independence

with a true equity and operating partner—sitting on the same side of the table as you.

  • Strategic Partnership

    Our Strategic Partnership model that is tailored for established independent advisors who want to unlock the enterprise value of their firm while continuing to serve their clients, scale their business, and curate their succession.

    · Monetization Options: Advisors can sell a portion or all of their practice, securing liquidity while maintaining control over client relationships.

    · Structured Succession Planning: A curated transition timeline (e.g., 3, 5, or 7 years) ensures a smooth exit strategy aligned with advisors' long-term goals.

    · Access to Growth Capital: GCG provides funding for acquisitions, infrastructure improvements, and expansion opportunities.

    · Enterprise-Level Valuation: By attaching to GCG’s platform, advisors benefit from increased business valuation and institutional-grade resources.

    · Brand & Cultural Autonomy: Advisors retain their firm’s existing identity, operational philosophies, and staff without the need for rebranding.

    · Advanced Technology & Compliance Support: A best-in-class tech stack and in-house compliance team relieve operational burdens, enabling advisors to enhance service offerings.

  • Partnered Independence

    Our Partnered Independence model that is designed for advisors breaking away from a traditional wirehouse who want the independence to run their practice without the operational and compliance burdens of launching their own RIA.

    · Full Ownership, Zero Headaches: Advisors maintain ownership of their book of business while avoiding the complexities and costs of setting up their own RIA.

    · Middle and Back-Office Support: GCG provides comprehensive administrative, compliance, and operational support, allowing advisors to focus on client relationships and business growth.

    · Access to Growth Capital: GCG provides funding for acquisitions, infrastructure improvements, and expansion opportunities.

    · Flexible Compensation Models: Choose between W2 employment, independent contractor status, or a hybrid of both while maintaining competitive payouts.

    · No Proprietary Product Mandates: Unlike wirehouses, advisors are free to choose the products and platforms that best align with their clients’ needs.

    · Higher Net Payouts: By leveraging enterprise efficiencies, advisors retain more of their earnings compared to traditional wirehouse structures.

You Run the Business While We Run The Back End.

Run your practice the way you always have—without getting bogged down by real estate, staffing, HR, or back-office headaches.

    • Offload leases, contracts, and liabilities.

    • Eliminate real estate, office, and software costs.

    • Delegate HR—hiring, payroll, benefits, 401(k).

    • Simplify accounting, split rep codes, and broker-dealer communications.

    • Ensure accurate commission and fee payouts.

    • Access exclusive platform pricing discounts.

    • Utilize our robust middle and back-office support: including tech, investment research, trading, and M&ADescription text goes here

    • Train staff to align with GCG processes.

    • Reduce HR burden—reviews, time off, compliance.

    • Expand capacity with integrated assistant support.

    • Resolve broker-dealer issues proactively.

    • Offload compliance to our Chief Compliance Officer.

    • Get hands-on operational and client support.

    • Utilize custom-built investment models designed for systematic rebalancing, tax efficiency, ESG integration, and individual stock selection.

    • Leverage GCG’s in-house trader

    • Access institutional-quality market research and full suite of alternative investment options

    • Benefit from an open architecture platform

    • Work with a dedicated marketing associate to develop and execute tailored campaigns

    • Automate social media and lead tracking.

    • Leverage event coordination services such as invitation design, signage design, speaker arrangements, and vendor reimbursements

    • Access qualified leads from NerdWallet and SmartAsset.

    • Build equity in GCG for long-term growth.

    • Get consulting on scaling, AI, and automation.

    • Access growth capital to scale, acquire, or enhance infrastructure

    • Leverage strategic partnerships to expand your client base

Family office Readiness

Advanced Estate, Gift, & Trust Planning

  • Complex estate structuring to facilitate seamless wealth transfer and asset protection

  • Business succession planning and liquidity event strategies for entrepreneurs and executives

  • Charitable giving and philanthropic planning, including private foundations and donor-advised funds

  • Trust creation and administration services to ensure long-term legacy preservation

  • Multi-jurisdictional estate planning solutions for globally mobile families

  • Family financial education and next-gen mentoring

  • Private banking and lending solutions

  • Coordination with attorneys, CPAs, and other professional advisors

  • Private foundation and endowment management

  • Art, collectibles, and luxury asset advisory

  • Relocation, residency, and international planning support

Family & Lifestyle Services

Investment Management

  • Portfolio management

  • Customized investment strategies

  • Alternative investments (private equity, hedge funds, real estate)

  • Risk management and hedging strategies

  • Philanthropic investment planning (Donor-Advised Funds, Charitable Trusts)

  • ESG & Impact investing options

Risk Management & Asset Protection

  • Holistic risk assessment for personal and business assets

  • Life, disability, and long-term care insurance solutions designed for UHNW clients

  • Advanced asset protection strategies, including legal structures and offshore planning

  • Cybersecurity and identity protection for high-profile individuals

  • Business continuity planning, key-person insurance, and liability risk management

Business Owner Solutions

  • Tax Professionals & CPAs – Advanced tax planning for liquidity events, entity structuring, and wealth transfer.

  • Business Consultants – Succession planning, M&A consulting, and operational efficiency strategies.

  • Legal Experts – Corporate structuring, buy-sell agreements, trust planning, and risk mitigation.

  • Executive Compensation Specialists – Designing tax-efficient compensation, equity awards, and retirement solutions.

Strategic Partnerships & Expert Resources

Bespoke solutions for UHNW Clients & Institutions

Attract high-profile clients and markets with a powerhouse of industry experts behind you.

  • Estate planning, trust structuring, and charitable giving.

  • Business-owner-friendly lending structures and capital access.

  • Preparing the next generation for financial responsibility and legacy management.

Private Wealth & Business Lending Solutions

Risk Management & Asset Protection

  • Succession planning, M&A readiness, and exit strategies.

  • Structuring asset sales and stock transactions to optimize tax outcomes.

  • Custom solutions for intergenerational wealth transfer or partner exits.

We’re in the Business of Evolving your practice.