HOLISTIC WEALTH MANAGEMENT
HOLISTIC WEALTH MANAGEMENT
What Does It Cover?
Wealth management is no longer limited to just giving investment advice or creating a portfolio. It requires a much more strategic and empathetic perspective that covers the individual's life cycle, values, priorities, risk perception, and goals.
We seek the answer together not only to "How should you evaluate your money?" but also "How should this money serve your life goals and lifestyle?". Holistic wealth management consultancy aims to protect not only your investment return but also your quality of life and financial resilience while helping you manage your financial stress. In this context; potential financial steps at every stage of our lives such as investment strategies, international asset integration, cash flow and liquidity strategies, personal tax planning, risk and insurance management, passive income and retirement goal planning, estate and asset planning, education and financial support transferred to children are evaluated as a whole.
Global Trends and the Evolution of the Sector
Holistic financial planning began to become widespread in the US and UK in the early 2000s. Today, there are over 100,000 licensed CFP® (Certified Financial Planner) professionals in the US alone, and approximately 50,000 licensed financial advisors in the European continent, including the UK. Worldwide, this number has exceeded 223,000 and is growing every year.
In Turkey, this field is developing very recently; this development is not a coincidence. Because issues such as global economic uncertainty, rising living costs, increasingly complex investment environments, tax pressure, and intergenerational wealth transfer clearly show that individuals now need more than expertise in a single area. This new understanding of consultancy, which manages not only portfolios but also individuals' life plans, is preferred by millions of people today.
Individuals are now looking for independent and holistic guidance that will unify their entire financial picture.
Why Now?
Today, the way individuals plan their wealth is undergoing a radical transformation globally. Since the early 2000s, this transformation, which started especially in the US and UK, has evolved into holistic wealth management models offering much more than "just financial consultancy".
The global wealth management sector, which has reached a size of 128 trillion USD worldwide, is expected to exceed 170 trillion USD by 2028 (Source: Boston Consulting Group, 2023). This growth indicates an increasing need not only for enrichment but also for strategically directing individuals' financial futures. With the opportunities offered by technology, globalizing investment opportunities, and changing life expectations, every individual now demands planning specific to themselves. Also, according to McKinsey & Company's research, 63% of HNW (high net worth) individuals in the post-pandemic period say they are now looking for "comprehensive financial guidance, not just returns". Expectations from financial consultancy are changing; individuals now want their savings to serve their life purposes.
What Do We Offer?
As GG & Trusted Advisors, we are one of the first structures to implement this global transformation in Turkey. We hold internationally recognized Holistic Financial Planning and Wealth Management licenses. We have international collaborations and deep-rooted experience. We act with the principle of independence.
We work to ensure that our clients build a plan compatible not only with their finances but also with their personal and family values. On this journey extending from income management to wealth transfer, children's education, tax optimization, and intra-family wealth architecture, we commit to being a long-term guide standing by our client at every step and focus on basing every advisory relationship on trust.