additional specialized services

We realize that with wealth comes more stewardship and a need for highly experienced solutions. This is why we offer additional specialized services for accredited investors. We provide high net worth individuals access to our team of advisors and strategic partner companies to help you consider sophisticated solutions tailored to fit your needs.

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enjoy your wealth

These exclusive client services include more retirement + legacy planning, tax planning, private equity real estate funds, philanthropic giving, specialized trust and estate planning, and more. We are here to remove the complexity and guide you through these decisions to help simplify your life and help you to truly enjoy your wealth.

trusted strategic partners

We partner you with strategic partners that are trusted experts in their field in the areas of tax planning, estate planning, private trust services, charitable planning, and private real estate investing.

tax planning

We can help with more complicated tax planning strategies for high income earners, such as ROTH conversions, Charitable Donation Batching, and Qualified Charitable Donations as well as saving strategies such as income tax credits and economic benefit programs and we will advise you on tax advantages and incentives. In addition we partner with multiple CPAs to serve a multitude of tax needs and we verify all elements of the financial plan so that they work together in the most tax-efficient manner possible. Our partner CPAs can review your recent tax returns to identify potential savings.

estate planning

You want to create a legacy that will last for generations. For you –  people, family and giving to charities close to your heart are of the utmost importance. Knowing how your lifetime of work can benefit the people and organizations you cherish is rewarding. However, there are also the existing tax laws to navigate and our goal is to minimize your administrative burden and to maximize the wealth distributed to the people and causes you love. Our team is here to help you understand how your assets will be distributed by establishing an estate plan, or explaining how your assets are allocated under your current plan.

private trust services

Private Trust Services  – GIA can continue to serve your estate as the trusted point of contact and Investment Advisor. By working with your estate planning attorney, we can help you design your trust documents so that GIA can continue to serve the people and causes that you love. GIA will then partner with your trustee to serve the investment advisory relationship between your trust and its beneficiaries.

We can advise our clients in the general benefits of:

  • Special Needs Trusts

  • Intervivos Trust

  • Testament Trust

  • Charitable Remainder Trust

  • Charitable Lead Trust

  • Spendthrift Trusts

  • Credit Shelter Trust / Bypass Trust

  • Qualified Terminable Interest Property Trust

charitable planning – 5 ways to give

We can help advise you on the best ways to share your wealth with the people and causes that you love. The 5 ways we offer advice are through the DAF (Donor Advised Fund, CRT (Charitable Remainder Trusts), CLT (Charitable Lead Trusts), establishing a private foundation, or using your desired charity’s Pooled Income Fund.

get started

We realize that with wealth comes more complexity and we want to help guide you through them with enlightened solutions. Schedule a short intro call with Beth to get started.

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