Your Business Advisor
Business owners and corporate executives often require a business advisor with comprehensive solutions. Tax-efficient conversion of assets such as concentrated stock, stock options or a majority business interest requires sophisticated strategies executed by experienced professionals. GC Asset Management can provide expert advice to manage your unique needs in the context of other important financial considerations such as retirement planning, succession planning, the sale of a business, taxes, corporate stock ownership and estate planning.
For Executives. As a corporate executive of a publicly traded company, you require a business advisor for special issues such as; highly concentrated equity positions, restricted shares, option exercises and trading restrictions limiting sales to specific time windows. GC Asset Managements extensive investment and tax planning skills, stock option planning services, and Rule 144 and 10b5-1 plan strategies are suited to your needs.
For Business Owners. Business owners, especially those anticipating retirement, requires a business advisor with a special set of capabilities to provide analysis of multiple complex options. As you were building your business, you trusted the input of good advisors. Now, facing important decisions for your future, GC Asset Management’s experience can be just as valuable. We will work with you, your advisors, and a team of financial specialists to explore all your options from tax issues and succession planning strategies to mergers and acquisition support through our affiliates.
Customized Solutions. GC Asset Management can implement a customized combination of strategies to help you achieve your financial goals while managing your tax liabilities and meeting your liquidity needs. As you work toward your goals, with GC Asset Management as your business advisor you will receive insight and solutions across a wide spectrum of topics.
Whether you’re goals are oriented on a specific financial objective, maintaining a comfortable retirement, or planning your estate for future generations, financial planning is complex. At GC Asset Management, we don’t just limit our advice to the investment accounts we manage.
Whether you’re preparing for retirement or already in it, you probably want confidence that your plan is positioned to sustain the retirement lifestyle you envisioned. For many people, leveraging the right resources can significantly improve their outlook for income, expenses and investing in retirement.
Our philosophy of active management is at the core of managing risk and reward. We pride ourselves on rules-based investment selection, multiple risk controls, and the ability to move to cash. The benefit for you is superior risk adjusted returns across an entire market cycle.
Higher Education Savings
Education can be a core investment in one’s future success. Over the past decade while investments have fluctuated the cost of a college education has increased at a rate higher than inflation. Finding smart ways to fund this major investment can pose significant challenges.
Risk Management & Insurance
Many circumstances have the potential to cause greater damage to the security of your assets than investment risk. Planning for the potential of litigation, an untimely death, disability, long term care, or catastrophic business event should be a critical component of your wealth management.
Tax Planning for High Income
The tax consequences of your financial decisions made today can affect the lifestyle you and your heirs enjoy in the years to come. That’s why it’s important for your wealth management plan implement strategies that assess the impact of taxes to maximize their efficiency.
Estate Plan & Charitable Giving
When considering your accumulated wealth, you want solutions to maximize a legacy for your family and the causes you are passionate about. Through a variety of advanced estate planning techniques, we can help minimize taxes on your estate and create a legacy for generations.