About Our Clients

As a private wealth client of GC Asset Management you are an Individual, Family, Corporate Executive, Business Owner, or Institution who is successful, disciplined, and highly effective. You have accumulated significant wealth and value collaborating with a private wealth advisor through a process of long term planning and patience to help achieve your financial goals. Just like attaining personal and business accomplishments, planning for financial success is a journey measured as a whole rather than by individual parts. To that end, a private wealth client values professional, independent advice toward developing effective solutions to meet your financial objectives.

Traits of Clients We Serve

  • Affluent. You earn a high income, or have a significant net worth.
  • Proactive. You want strategies that manage risk in times of uncertainty.
  • Tax Sensitive. You want to enhance your estate by managing estate tax liabilities.
  • Philanthropic. You want to benefit future generations by actualizing your wealth.
  • Collaborative. You value professional, independent advice.
  • Committed. You appreciate a long-lasting relationship.

Types of Clients We Serve

  • Private Client. Affluent individuals and families, individuals in transition, or inheritors of significant wealth who seek a retirement plan to sustain the lifestyle they envision as well as preserve and effectively transfer assets to future generations.

Private Client Services

  • Investment Management
  • Retirement Planning
  • Retirement Account Rollovers
  • Education Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Multi-Generation Wealth Transfer
  • Charitable Planning
  • Residency Planning
  • Estate Tax Liability Funding
  • Asset Protection
  • Business Client. Executives, entrepreneurs and small business owners who want to protect and grow their stake in company ownership, maximize their net return in retirement, and ensure a reliable business succession that minimizes transfer taxes.

Business Client Services

  • Concentrated Stock Strategies
  • Buy-Sell Agreements
  • Deferred Compensation
  • Estate Tax Liability Funding
  • Charitable Planning
  • Stock Option Planning
  • Insurance Planning
  • Key-Man Insurance
  • Qualified Retirement Plans
  • Succession Planning
  • Wealth Transfer
  • Risk Management Planning
  • Institutional Client. Family Foundations, non-profits and investment firms who are engaged in maintaining and enhancing a portfolio and legacy with investment management and other grant making and compliance services.

Institutional Client Services

  • Investment Management
  • Concentrated Position Strategies
  • Grant making
  • Administrative back-office
  • Compliance monitoring
  • Asset Protection
  • Insurance Planning
  • Key-Man Insurance
  • Qualified Retirement Plans
  • Deferred Compensation
  • Risk Management Planning