To be the most valuable resource for our clients in helping to pursue and achieve their financial objective. Drawing upon our in-house expertise and from our best-in-class relationships we help our clients set and implement clear goals that align with their needs, values and objectives.
Our unique approach to wealth consulting starts with an overall review of a family’s financial picture. This involves looking at more than just investments. It includes all assets and liabilities, such as family businesses, vacation homes, real estate , charitable foundations and human capital.
At GBK, we base our process that the management and planning of high net worth individuals and/or families must be customized and managed on a fully integrated basis. Just like a successful business requires different disciplines to work together those of substantial wealth must also take a coordinated approach to their affairs.
Most, if not all, prospective clients have access to advisors in various disciplines, such as tax, legal, insurance, and investments. However, most often there is very little communication and coordination among these professionals, often resulting in a disconnected mix of investments, strategies and services that may not meet the client’s objectives.
Our role is to develop an customized and integrated plan. We then identify areas requiring specific expertise and attention. In most situations, we work with our clients’ existing accountants and lawyers, especially where a trusted relationship has existed for years. If our clients don’t have a trusted advisor in a particular discipline, we will introduce them to professionals from our network of specialists, who we have determined to be the top in their respective fields.