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Overview and Management
Establishment Year
2003
Mission
Our mission is to solve wealth challenges one family at a time, prioritizing trust-based relationships and aligning strategies with clients' unique goals.
Values
Trust, alignment with client goals, personalized service, and transparency.
Investment Roles
Direct Investor
Participant Demographics
Families seeking tailored wealth management solutions, including cross-border and international families.
Generational Wealth Planning
Focus on wealth preservation, family legacy, and succession planning through holistic and tailored strategies.
Risk Tolerance
Tailored risk tolerance assessments to align with families' financial and emotional capacities.
References or Case Studies
Team Experience
All research members hold advanced degrees.
Notable Achievements
Featured in Funds Society Magazine in 2018, rebranding in 2022.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC-registered.
Compliance History
No major violations.
info@gfgcapital.com
Phone Number
+1 (305) 810-6500
Address
Miami United States