Services

To more effectively deliver our services, we offer two client experiences.

Wealth Advisory

Accredited investors receive our sophisticated asset management and investment process utilizing a proprietary Lifestyle Balance Sheet Approach. Clients also get web-based, on-demand, comprehensive reporting, year-end tax reporting, portal access for secure document retrieval, investment commentary and portfolio rebalancing.

Family Office

In addition to our Wealth Advisory offering, Family Office clients have different needs associated with alternative investments and coordination among professional service providers. For Family Office clients, Green Square acts as an outsourced chief financial officer.