specialized services

We realize that with wealth comes more stewardship and a need for levels of expertise. This is why we offer specialized services and access to both our team of advisors and trusted partners to help you consider sophisticated solutions tailored to fit your needs. Specialized services we offer are:
  • Real estate investing
  • Retirement plans for employers
  • Private trust services
  • Charitable planning
schedule a call
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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:

  • 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 our GIA consultant to get started.

schedule a call
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