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G2 Capital Management

From complicated to clear

Consultant in Columbus, OH (show on map)
Google 5.0
★★★★★
1 reviews

G2 Capital Management offers comprehensive, partner-level financial guidance for high- and ultra-high-net-worth families and investors, focusing on protection and growth while making complex financial matters clear.

Call (614) 484-1400
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G2 Capital Management website

About

G2 Capital Management is a Columbus, Ohio boutique family office, investment advisory and wealth management firm. We provide investment management, financial planning and customized family office services to high- and ultra-high-net-worth families and business owners.

Who We Serve Get the service that’s tailored to you and your family’s unique needs. High Net Worth Families FOR FAMILIES WHOSE NET WORTH IS IN THE RANGE OF $2 MILLION TO $10 MILLION. Our partner-level advisors work closely with you to craft a lifelong financial plan that thoroughly and intelligently addresses all of your personal aspirations. Together, we continuously revisit your plan as your dreams - and your life - evolve. So those dreams can become reality. Learn about Wealth management Ultra-High Net Worth Families FOR FAMILIES WHOSE NET WORTH IS GREATER THAN $10 MILLION. You have a unique and complex set of challenges to navigate, from protecting your capital to optimizing your returns to transferring your wealth to the next generation in the most tax-efficient way possible. Our senior advisors understand those challenges and provide thoughtful, personal, innovative family office services to help you meet them. LEARN ABOUT family office services Our Story After many years working in larger wealth management firms, we developed a shared vision of how to best serve clients. That vision centered around providing partner-level advice across all of our clients’ financial needs. It meant creating a firm where all wealth advisors are on the same team, bringing their diverse and unique skill sets to bear to serve clients in the most complete way possible. It meant working hard and using our collective expertise to provide distinctive investment and financial planning advice. It meant going deeper with fewer clients. It meant being able to advise clients across generations - Generation 1 to Generation 2 (G2) - which conveniently matched the initials of our last names. Most importantly, it meant finding every possible way to make the complex nature of wealth and investment management clear for our clients. That’s the vision we continue to bring to, and for the benefit of you and your family, every day.

Partner-level personalized service
Customized financial planning
Intergenerational wealth management
Deep technical expertise across finance, tax, and legal domains
Collaborative approach with external advisors

Services

Family Office Advisory Services

Tailored family office advisory services for high- and ultra-high-net-worth families, addressing comprehensive financial planning, wealth preservation, and intergenerational wealth transfer.

Partner-level personalized service Customized financial planning Intergenerational wealth management Coordination with external advisors

Wealth Management

Comprehensive wealth management services including investment management, financial planning, tax planning, and estate planning tailored to high-net-worth individuals and families.

Customized investment strategies Retirement and cash flow planning Risk management and insurance solutions Charitable giving planning Coordination with external advisors

Investment Management

Strategic investment management services focusing on public and private investments, tailored to meet the risk tolerance and return objectives of high-net-worth clients.

Public and private investment portfolio management Tax-efficient investment strategies Liquidity and estate planning integration Performance monitoring and reporting

Private Capital Opportunities

Access to private capital investments, including venture capital, private equity, and alternative asset classes, designed to enhance portfolio returns and diversification.

Exclusive access to private investment opportunities Due diligence and risk assessment services Portfolio integration and performance tracking Strategic advisory on capital allocation

Credentials & Certifications

Certified Public Accountant (CPA)
Since Multiple team members
CERTIFIED FINANCIAL PLANNER (CFP)®
Since Multiple team members
Chartered Financial Analyst (CFA) Program
Since Brad T. Gregory (Level I completed, Level II candidate)
Juris Doctor (JD)
Since Greg R. Grabovac

Reviews

Google
Rating
5
★★★★★
Reviews
1

Frequently Asked Questions

What is the primary focus of G2 Capital Management? +

G2 Capital Management focuses on providing comprehensive, partner-level financial guidance for high- and ultra-high-net-worth families and investors, emphasizing protection and growth while simplifying complex financial matters.

What services does G2 offer for high-net-worth families? +

G2 offers tailored family office advisory services, wealth management, private capital opportunities, and investment management, customized to meet the unique needs of high- and ultra-high-net-worth families.

How does G2 ensure personalized service? +

G2 ensures personalized service through a highly experienced, efficient, and organized team with 80+ years of combined experience, providing deep technical expertise and customized advice based on each client's unique financial landscape.

What distinguishes G2’s investment management approach? +

G2’s investment management approach is distinguished by its focus on matching unique financial goals to risk tolerance and investment return objectives, incorporating income tax and estate tax considerations, liquidity needs, and both public and private investment opportunities.

Contact G2 Capital Management

G2 Capital Management
Category
Consultant
Wheelchair Accessible
Call (614) 484-1400

Location

Location of G2 Capital Management, 1600 W Lane Ave Suite 270, Columbus, OH 43221 · View on Google Maps

Screenshot Gallery

G2 Capital Management page
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G2 Capital Management page
G2 Capital Management page
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Get in Touch

Ready to work with G2 Capital Management?

Reach out today to schedule a consultation.

(614) 484-1400

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