GVAdvisors
Addressing the Unique Challenges and Opportunities of Successful Families
About Us
Our Services
GVAdvisors specializes in asset and wealth management with a history of growing and preserving family legacies. Our strategic, unbiased advice and tactical solutions help navigate the challenges and opportunities of the global financial markets.
Our disciplined process is free of conflicts of interest representing a new standard for the evolving family office. Leveraging our global relationships and investment expertise, we provide quality deal-flow enabling you to achieve your long and short-term strategic goals.
Wealth Management
GVAdvisors’ expertise lies in investment selection and providing tailored asset allocation and risk management services. We offer the highest level of portfolio analysis in an integrated fashion while promoting and preserving your identity and core values. Our business is wealth and portfolio management. We achieve long-term capital preservation and wealth appreciation through dynamic asset allocation and customized portfolio construction.
Private Equity
Partnerships & Proprietary Sourcing
Our strong network of global relationships provides unique access to recurring direct deal flow on an individual or syndicated basis. Our role is to identify, filter and help finance investments that fit your risk/objective profile.
Customized Comprehensive Reporting
GVAdvisors provides you with customized, consolidated reporting to improve the risk adjusted returns of your portfolios. This enables you to have a comprehensive and efficient view of your (financial and non-financial) assets in a user-friendly report. This provides you with real-time monitoring and granular analysis of your overall asset allocation, risk exposure, and aggregate performance across all your custodian banks with a precise view on expected income.
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