An Elevated Experience
What sets our team apart is our vision and propensity to be proactive. We focus on developing long‐term relationships founded on strong communication and high‐quality service. For each client, we personalize our services to align with their needs and collaborate with other trusted advisors to best achieve our client’s financial and personal goals.
Business Management/Family Office Services
We believe that family offices, entertainment professionals, and sports professionals need similar structures of support involving the comprehensive management, oversight, and monitoring of their business, investment, and personal assets in a thoughtful, strategic, and professional manner. We also equally believe this entails the intangible aspects of personal harmony, legacy, and risk management. Focusing on these elements not only strengthens but also drives better economic outcomes.
At GCP, we understand the intricate connections between wealth, legacy, charitable pursuits, entity structures, the regulatory environment, estate planning, and tax efficiency. We collaborate closely with our clients and their other advisors to offer comprehensive support, aligning with their diverse objectives.
Our Services
Include but are not limited to
Cash flow management and budgeting
Bill paying and processing deposits
Credit card management
Income collection and reporting
Monthly reconciliation and reporting of bank and investment accounts
Loan negotiation
Medical insurance reimbursements
Retirement planning
Spending plans
Tax planning and preparation
Working with investment advisors and estate planners
Insurance analysis