GC Wealth
Next-Generation Wealth Management
Overview
We've built an independent full-service wealth management firm to serve transformational individuals, families, and organizations. Our GC Wealth team operates with the same edge as the innovators who keep it sharp. We expand possibilities by bringing together people and solutions designed to support compounding wealth and relationships for our clients.
Why We Exist
We live in an extraordinary time of innovation and believe the greatest untapped value creation sits at the digital transformation of key sectors, including healthcare, fintech, global resilience, AI, and more. Wealth managers need greater proximity to the epicenters of innovation where ideas are being born, incubated, and cultivated. Unlike many wealth firms, we commit to backing people and their potential at every stage of the journey, not just their point of arrival.
GC Wealth provides our clients a front-row seat to the innovation ecosystem, providing opportunities to understand how the world is changing and be an active participant in the forward momentum.
What we do
We focus on simplicity, transparency of cost and purpose, tax-efficient investments and guidance, and liquidity management to meet the needs of your life.
Our Offering:
- Client Experience | A heritage of exceptional client service
- Investment Management | Differentiated access from our close relationships with institutional investors
- Private Market Access | Sourced through our close connections with investors and early stage opportunities
- Technology | Unencumbered by legacy tools
- GC Wealth Network | Carefully vetted banking, credit, legal, tax, insurance, and trust partners
- Personalized Financial & Estate Planning Roadmaps | Customized roadmaps to guide your financial and estate goals
- Life Administration | Through aggregated reporting and coordination with your accountants, attorneys, and family members
.png)
.png)
What Makes us Different
GC Wealth is founded on five core tenets:
1. Wealth managers need greater proximity to the epicenters of innovation where new ideas are being born, incubated, and cultivated.
2. There is extraordinary value in being part of a curated, vibrant, dynamic, and diverse community.
3. People should have the ability to engage whenever they need you, not when you need them.
4. This self-made generation deserves a service model built for them and reflective of their values.
5. Our advisory role for next-generation fintech and tax planning founders will redefine the industry.
