real estate investing
We would love to talk to you about real estate investing. We don’t just advise, but we also are real estate investors ourselves with 48 years of shared real estate experience.
company retirement plans
Is attracting and retaining talent important to you? We can help you set up your company’s first employer retirement plan, or help you to get a better option for your employees.
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:
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.