We offer wealth management services to high net-worth families. We provide an independent, objective point of view with a disciplined investing approach. We develop bespoke investment portfolios for each of our families. We offer risk mitigation and diversification strategies for families with concentrated stock positions, multiple business entities, a wide range of assets.
We focus on helping families successfully navigate complex and volatile financial markets over the long term. The word "Gordian" means an exceedingly complicated problem that requires quick, decisive, and bold action. At Gordian, that's what we do best. We're focused on simplifying the complex investment and financial issues facing wealth creators.
We focus on helping families successfully navigate complex and volatile financial markets over the long term. The word "Gordian" means an exceedingly complicated problem that requires quick, decisive, and bold action. At Gordian, that's what we do best. We're focused on simplifying the complex investment and financial issues facing wealth creators.
Services
The word "Gordian" means an exceedingly complicated problem that requires quick, decisive, and bold action. At Gordian, that's what we do best. We're focused on simplifying the complex investment and financial issues facing wealth creators. We're also focused on building a special partnership with you.
Many families are either too busy or too uncomfortable to think about estate planning. Some believe that because they're self-made, so should their children. A responsible and thoughtful estate plan always starts with a simple living trust, living will, and simple will. That will at least capture your estate tax exclusions and give your loved ones a roadmap for your wishes.
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