PUTTING GPGL TO WORK FOR OUR CLIENTS

This is the GPGL suite of services. Hover for more information.

To build a custom chart, select all services and choose "SHOW SELECTED ONLY". You can then save your custom chart as a PDF.

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Stock Option Coordination/Planning
1
Global Equity - Active
2
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ESG Strategy/SMA Aperio
3
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Long/Short & MS Hedge Funds
4
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Private Credit
5
Global Equity - Index
6
Global Equity - Factor
7
Private Equity
8
9
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Private Real Estate
10
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Tax Loss SMA
11
Roth Conversion/Funding Strategies
12
13
14
15
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Retirement Plan Savings Maximization
16
Protect
Long Term Care Insurance
1
Life Insurance
2
LLC and Trust structure protection
3
Basic Estate and Related Document Review
4
Buy/Sell Agreement Review
5
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live
Lombard PPLI
6
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Inflation Protected Investments Assets
7
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Short-Term Bonds (Fund/SMA)
8
Property and Casualty & Umbrella
9
Disability Insurance
10
11
12
13
14
15
16
Give
Donor Advised Funds
1
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Charitable Lead Trusts
2
Estate Plan Implementation
3
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Education Funding Plan
4
5
Annual Gifting to Family/Others
6
Income Tax Minimization
7
Generosity Blueprint
8
9
10
11
12
13
14
15
16
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Private Income
1
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Core/High Quality Fixed Income (Fund/SMA)
2
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Core/High Quality Fixed Income - Muni (Fund/SMA)
3
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ESG High Quality Bonds (SMA)
4
protect
ESG Municipal SMA
5
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Opportunistic Fixed Income
6
Fixed Annuities
7
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Deferred Annuities
8
Social Security Planning
9
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Tax Optimized Withdrawal Strategy
10
Pension Strategy
11
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Charitable Remainder Trusts
12
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GRATs
13
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Lombard PP Annuities
14
15
16

Once you have selcted the services you'd like to display, click the "SHOW SELECTED ONLY" button above and then:

  1. Right click anywhere on the page and choose "Print"
  2. Make sure the "Destination" reads "Save as PDF"
  3. Click Save