A true equity and operating partner sitting on the same side of the table as you.
A hybrid platform for the modern advisor: designed for flexibility, efficiency, and scalable growth.
Capital
Private equity-backed capital for advisor M&A, infrastructure investments, and facilitating the execution of a succession plan.
Equity Partnership
We are a true partnership model to allow Partner Advisors to take part in the future success of the firm as a whole.
Succession
Curated path to retirement, whether it be 5 or 15 years down the road. Flexible structures for successors if already identified or use GCG’s resources to help find that next generation.
Support
Full middle and back-office support customized to your needs.
Business Consulting
Dedicated team advisors can utilize to understand their enterprise value and get custom strategies on how to grow their business.
Highly Customizable PlatformTailor your experience to be as full-service as a wirehouse, or choose what responsibilities you’d like to get off your plate and focus on the rest.
technologyEstablished FinTech partnerships allow us to offer the tools needed to continue their success with seamless platform integrations for maximum efficiency.
Designed to adapt with you as you and your practice grow.
Seamlessly integrate the tools needed for you to run your practice with efficiencies and risk management controls.
Access outside accounts through our planning and reporting software, see your client’s full financial picture, allowing you to help mitigate risks may it be, exposure, diversification, or concentration concerns.
