Welcome to GL Trust
Plan your
financial future
Plan, Invest, Save
Let’s build a plan
that works for YOU
Would you like to discuss your investment goals, retirement planning, or estate planning with GL Trust? Schedule a date and time that works for your calendar with just a few simple clicks.
For Individuals and Families
Estate Planning
With our specialized estate planning services, you can create a personalized investment portfolio that maximizes returns while minimizing tax liabilities, ensuring your assets are distributed according to your wishes.
Income
Our experienced advisors can provide personalized guidance on creating an investment portfolio that generates consistent and reliable income streams, allowing you to meet your financial obligations and enjoy the lifestyle you desire.
Retirement
Our experienced advisors can provide personalized guidance on creating an investment portfolio that ensures a steady income stream during retirement while minimizing tax liabilities, so you can enjoy your golden years worry-free.
Wealth Management
We at GL Trust can help you grow and protect your wealth, plan for your future, and achieve your financial goals. We’ll be your partner in navigating wealth management.
Tax Planning
Discover Tax strategies that let you keep more of your earnings. At GL Trust, we team up with our in-house CPAs and legal experts to make sure your investments are as tax-efficient as possible.
Risk Management
We understand the importance of safeguarding your financial future. We’ll help you identify and manage risks, giving you peace of mind and a clear path to your goals.
Family Office
At GL Trust, we offer comprehensive family office services. We’ll act as a trusted steward, overseeing your family’s wealth across generations, ensuring a secure and harmonious financial legacy
Philantropic Strategies
We can turn your passion into purpose. GL Trust helps design philanthropic strategies that align with your values and maximize your impact on the causes you care about.
For Businesses
Retirement Planning
At GL Trust, we understand the importance of a strong team. We can help you design and implement a retirement plan that attracts and retains top talent while ensuring your own financial security in the future. Let’s build a program that benefits everyone.
Institutions
GL Trust recognizes the unique challenges and opportunities faced by institutions. We offer comprehensive wealth management services designed to meet your specific goals, whether you’re a foundation, endowment, or non-profit organization.
IS YOUR PASSIVE PORTFOLIO MISSING OUT ON ACTIVE
& ALTERNATIVE INVESTMENT OPPORTUNITIES?
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Visiting this resource will allow you to better navigate the gambling industry and make an informed choice. Therefore, before you start, it is worth researching information on this topic on specialised sites that provide objective reviews and ratings of various platforms.
1
STEP 1It’s All About You
We have genuine empathy for our clients and treat them with the respect and dignity they have earned.
GOALS & RISK TOLERANCE
2
STEP 2Build Your Custom Plan
Using the GL Trust Advisors Method, investment buckets are optimally allocated based on your goals & risk tolerance.
INVESTMENT BUCKET ALLOCATION
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STEP 3Fiduciary Check
We put our clients’ best interests first. No high commissions. Just a flat fee. When you win, we all win.
REDUCE FEES AND TAXES
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STEP 4Periodic Check-ups
We schedule review meetings routinely. And we are able to meet via Video Conference, at the office etc.
KEEP YOU UP-TO-DATE AND INFORMED
Get in touch
Contact Us Today
(562) 442-1100
GL Trust presents this information for educational purposes and nothing herein should be construed as a recommendation. GL Trust presents information believed to be from reliable sources but no liability is accepted for any inaccuracies. All investments involve risk and past performance is no guarantee of future performance. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services offered through GL Trust, a Registered Investment Advisor with the State of California. Registration does not imply a certain level of skill or training.