We’ve been spotlighting some of our best advisor stories from the past year, and next up is G Squared Private Wealth, a Forbes Best-in-State team operating just outside of Houston, Texas.
With over three decades of client successes, they provide tailored private wealth solutions to help client families with challenges like business transitions, family legacies and preserving retirement wealth. In 2019 they discovered that through Sanctuary Wealth’s Partnered IndependenceSM, they could fully commit to delivering on the principles of private wealth management, something they found was becoming increasingly difficult within the wirehouse environment.
The Texas Ranch
An important part of the G Squared identity was the personality of the core team and their affinity for Texas culture, and this was well encapsulated in the cattle ranch owned by the firm’s founder, George Georgiades.
We captured various components of the ranch during our on-site photo shoot, so that we could present not only the team, the office space and the surrounding areas, but also unique part of the G Squared identity with which many of the team’s clients could strongly identify.
Conveying Value in the High-Net-Worth Sphere
We designed both print and online collateral that would help the G Squared team present themselves as a premium independent firm with an established history in the area.
We helped George and the team articulate what it was they did well, how they were able to build trust with their clients and the advantages that their expertise brought to the high-net-worth market, so that new and existing relationships would be strengthened with a brand that conveyed the value of their boutique private wealth approach.
Working alongside Sanctuary’s transition staff, we also helped ensure their transition out of the wirehouse world was as seamless as possible.