GWP provides a holistic approach that considers every aspect of your financial well-being
Families and individuals who need a primary point of contact for all their financial partners
Families and individuals who need assistance in business management, strategy development, and financial planning for their company
Families and individuals who need clear and concise reports that offer a holistic view of their overall wealth, making it easier to assess performance and make informed decisions
How We Work
Establish your financial goals and overall concerns
Review your family's financial situation including assets, liabilities, income, and wealth objectives
Determine a personalized holistic plan that outlines the strategies and solutions to achieve the objectives
Implement the customized strategy by connecting you with a range of experts, such as custodian banks, asset managers, tax experts, estate planners, and other specialists
Conduct regular reviews of your financial situation and investments to ensure they remain aligned with your evolving wealth goals
Alternative Investments
Beyond the 60/40 Portfolio
Real Estate
Access to vetted third parties with a wide range of sub-asset classes (office, commercial, residential, technology, life science) to offer yield, capital appreciation or both.
Hedge Funds
Access to a wide range of top-tier hedge funds with low correlation to markets.
Private Equity
Access to private equity opportunities based on your request across several sectors such as technology, media, education, healthcare.
Venture Capital
Access to co-investment opportunities as well as VC funds through our network of investors and providers. We provide thorough screening and analysis for a higher success rate.
Crypto Assets
Privileged access to early-round investments to take advantage of the new technology at an early stage.
Art
Exclusive partnership with a renowned art critic and investor. An art mandate can be tailored to help art lovers build their own private collection.
Corporate Advisory
With our experts, we help you make informed decisions related to corporate strategy, M&A, financial restructuring and other business-related matters.
Sell-side Advisory
We help you to assess the value of your private companiesWe also help you to find buyers for the companies you wish to sell through our network of M&A boutiques
Buy-side Advisory
We help you to identify and acquire companies that complement or diversify your business
Corporate Restructuring
We help you to develop business plans in sectors that are new to you We help you in restructuring existing businesses to increase their profitability and value
