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Our Services

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Our Services | Holistic Wealth Management
Our Services | Portfolio Analytics
Our Services | Family Office Administration
Overview 

Managing assets on a discretionary or a non-discretionary basis.

We provide investment advice to your family as we carefully oversee your family’s portfolio.
Our Investments principles
Overview

These principles serve as the foundation for our investment approach.

Alpha Generation

We believe generating alpha begins with downside protection.

Optimal Asset Allocation

Efficient allocation creates more value throughout the portfolio, potentially insulating your investments from unnecessary volatility and risk.

Evidence Driven Decisions

Each investment decision we make is based on the foundation of facts to support an investment thesis.

Cost Efficiency

Investing in the best share class available allows for investors to compound the savings, increasing risk protection.

Blended Vehicle Approach

We understand the investment world is continuously evolving. In order for us to deliver smart and efficient portfolios to our clients, we utilize a mix of core beta and alpha satellite investments.

Our Services

Holistic Wealth Management
Our holistic wealth management approach is done with you and your family at the focal point. We take our time to fully immerse our team within your family’s goals and objectives, both inside and out of your portfolio. This helps us build a bespoke investment portfolio intended on reaching the benchmarks that are curated to your family’s lives, and legacy.
100%

Of our Research Team members hold advanced degrees.

We group or investments services as follow.

We know that your needs could change over the years, that is why we are always here to listen and find ways to help you maintain, monitor, and grow your wealth. 
100%

Of our Research Team members hold advanced degrees.

Discretionary or Non-Discretionary
Investments Services
Customized Investment Policy
Investments Services
Day-to-Day Account Management
Investments Services
Periodic Rebalancing
Investments Services
Core Satellite Portfolio Construction
Investments Services
Select Equity Investments
Investments Services

Our Services

Portfolio Analytics

Customized Reporting, Oversight and Recommendations

Wealth can be complicated. Many families have multiple accounts with multiple service providers. We provide a comprehensive overview of your portfolio with a customized reporting package and provide constant oversight of your assets, whether those assets are managed externally, or by us.
100%

Of our Research Team members hold advanced degrees.

Family Office Analytics

We generate monthly, quarterly and yearly multicurrency reports that are tailored to you and your accounts, asset classes, positions, jurisdictions, family groups or subgroups.

Based on our understanding of your accounts and the markets, we will make recommendations when necessary, or make you aware if we see something amiss.

Through our direct electronic data feed, you can also get real-time offshore reporting for any account or custodian in the US and offshore.

Family Office Analytics

The benefits of Family Office Analytics include:

100%

Of our Research Team members hold advanced degrees.

Consolidation
Consolidate all your accounts from different custodians in one report; Group and consolidate different accounts and custodians in the most efficient way.
Transparency
Track your investment policy by fees, account, institution, and investment.
Customization
Have 24/7 online access to all your reports via a secure online portal; Tax reporting information for all accounts in your fiscal residence reporting currency.
Benchmarking
Illustrate performance attribution by asset class, manager and financial institution against the corresponding benchmark.
Monitoring
Minimize correlation among assets, avoid asset overlaps and gain a clear understanding of risk and reward for all portfolios.

Our Services

Family Office Administration

Benefits of Family Office Service

Your family’s ease of mind is our top priority. That is why we assume responsibilities bestowed on us, by our clients, with the upmost care and reverence.
Insurance Management
Bill Pay
Property Management
Financial Planning
Cash-flow Management
100%

Of our Research Team members hold advanced degrees.

Overview
Overview
Aquisitions
Investment Management
Accounting & Reporting
Property & Construction Management

These principles serve as the foundation for our investment approach.

Alpha Generation
Optimal Asset Allocation
Cost Efficiency
Blended Vehicle Approach
Evidence Driven Decisions

Foundation

Alpha Generation

We believe generating alpha begins with downside protection.

Foundation

Optimal Asset Allocation

Efficient allocation creates more value throughout the portfolio, potentially insulating your investments from unnecessary volatility and risk.

Foundation

Cost Efficiency

Investing in the best share class available allows for investors to compound the savings, increasing risk protection.

Foundation

Blended Vehicle Approach

We understand the investment world is continuously evolving. In order for us to deliver smart and efficient portfolios to our clients, we utilize a mix of core beta and alpha satellite investments.

Foundation

Evidence Driven Decisions

Each investment decision we make is based on the foundation of facts to support an investment thesis.

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Aquisitions

Aquisitions

A Chance for Growth

GFG’s acquisitions team identifies well-located and exceptional assets with opportunities to improve leasing, market positioning, physical layout, and capital structuring.

To date, GFG has deployed approximately $700 million of equity investing alongside institutional and private investors, endowments, investment managers, and family offices.

$
Million

Private Investors

Endowments

Investment Managers

Family Offices

Accounting & Reporting

The accounting team provides asset-level, joint venturing, tax structuring, audit-monitoring, and financial reporting services for the firm and its investment partners. With backgrounds and experience from the Big Four accounting firms, GFG Capital’s professionals mitigate financial and administrative investment risk while providing efficient management execution.

Asset-Level

Joint Venturing

Tax Structuring

Audit-Monitoring

Financial Reporting

Leasing, Construction & Property Management

The firm’s in-house property and construction management capabilities allow for direct investment oversight from hand-on ownership and increased tenant interaction, further solidifying the firm’s relationships and standing within the real estate industry.

Our Strategic Approach

We seek to acquire and manage assets that reflect the “new world” being shaped by globalization, digitalization, and changes within our society.

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