Your questions, answered before you ask.

Thirty minutes about you. Where you are, what’s coming, and what’s keeping you up at night. You’ll get an honest read on what’s worth acting on now, what can wait, and whether GLR is the right fit. No pitch book, no pressure, and if the answer is “you don’t need help yet,” that’s what you’ll hear.

GLR works with a deliberately limited number of high-net-worth and ultra-high-net-worth families, business owners, and executives. There’s no published minimum, because the real measure is complexity: a business approaching a sale, meaningful equity compensation, wealth spread across accounts and entities that no one has ever coordinated. If your situation carries that kind of weight, one call is usually all it takes to know. And if GLR isn’t the right home for you, you’ll hear that honestly, usually with a pointer toward where to look instead.

All of it. Investments, tax strategy, estate planning, insurance review, retirement income, and the big transitions: the business sale, the equity comp, the retirement date. You also get guidance on assets that aren’t directly managed here, like a 401(k) at your employer or your kids’ accounts, because your plan only works if every piece is pulling in the same direction.

Differently than most of the industry. Walk into a big-name firm today and you’ll likely walk out with what everyone gets: a model portfolio with a heavy allocation to bonds, positioned as the safe, stable part of your portfolio. The math is blunt: most plans need real growth to work, and bonds have never been the asset that gets anyone there. At their best, they compress volatility. At their worst, look at 2022, they fall right alongside stocks while still costing you growth. And the drag cuts twice, because every dollar parked in bonds raises the bar for the rest of your portfolio, asking the equity side to deliver outsized returns just to keep the plan on track. That’s how a portfolio built in the name of safety often delivers the opposite of what it promises: a smoother ride to a goal you never reach. So your portfolio here is carefully selected, not pulled off a shelf: a growth equity strategy, alternative investments, and strategies designed to seek equity-like returns with less volatility. Every piece of your portfolio has a job, and GLR will make sure you understand each one, in plain English.

Often at the start: the first few months involve a series of focused meetings to build your plan piece by piece. After that, you’ll have scheduled strategy reviews through the year, plus the standing rule that matters more than any calendar: when something comes up in your life, you call, and someone who already knows your whole picture answers. A person, not a phone menu. Nothing automated picks up here.

A straightforward fee based on the assets managed for you, agreed in writing before anything starts, with no commissions, no product sales, and no surprise add-ons. The annual fee follows a tiered schedule:

The rate applies to the assets within each range. For example, on a $4,000,000 account, the first $500,000 is charged at 1.25%, the next $2,500,000 at 1.00%, and the remaining $1,000,000 at 0.75%.

You’ll see the exact number for your situation before you commit, and you’ll always know what you’re paying and what you’re getting for it.

No. You can leave at any time, and your money is always yours: it sits in your name at a high-quality independent custodian, never with GLR. You should stay because the relationship keeps earning its place in your life, not because paperwork makes leaving hard.

The goal is clarity, not control. Advice works best with the full picture, so the more that’s coordinated in one place, the better your plan gets. But this isn’t all-or-nothing, and small personal holdings that don’t change the strategy are yours to keep doing your way.

The opposite. The most valuable moves, like structuring an exit for taxes or untangling concentrated stock, only work with time on the clock. The years before the big event are when the biggest decisions get made, whether or not anyone is paying attention to them. Early is exactly when to talk.

Keep them. They stay in their lanes and GLR works alongside them, usually as the one coordinating: the CPA accounts for what happened, the attorney papers the decisions, and your advisor here makes sure the whole thing adds up to the life you’re actually trying to build. Your team gets stronger, not replaced.

Not at all. Clients work with GLR from across the country, by video and phone, with documents handled through a secure portal. If you’d rather meet in person, the office door is always open. Either way, you’ll never feel the distance.

They call the same team that already knows everything: where the accounts are, what the plan says, what you wanted. That continuity, a team that has worked together for over a decade holding your full picture, is one of the quietest but most valuable things you’re buying.