G Squared Private Wealth

06/18/2026

Many people think succession planning is primarily about legal documents, avoiding probate, or minimizing taxes. In reality, the biggest challenges often have nothing to do with paperwork.

In Part 2 of our Lessons from Landman series, we explore the emotional and interpersonal side of succession planning: why family conflict often arises during business transitions, the challenges founders face when stepping back, and the importance of creating a structure that can shape a family's future.

06/16/2026

Please join us in congratulating George Georgiades on being named to AdvisorHub's 2026 Advisors to Watch list, ranked #17 nationally among advisors in the Under $1 Billion category.

We’re honored to celebrate this achievement and the commitment to excellence it represents. Way to go George!

*AdvisorHub 250 Advisors to Watch Under $1B. Presented in June 2026 based on data gathered from 1/25-12/25. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.*

06/15/2026

06/12/2026

Yesterday, Victoria Greene joined industry leaders at the Wealth Management EDGE Conference to discuss one of the most important challenges facing investors today.

Their conversation centered on practical approaches to risk management, portfolio resilience, and navigating today's evolving market landscape.

Thank you to the organizers and fellow panelists Darren Hinshaw and John Davi for great insights!

06/09/2026

With markets pulling back after an extended rally, we wanted to provide some perspective on the recent volatility and what it may mean going forward.

While there are risks worth monitoring, we continue to view near-term pullbacks as part of a healthy market cycle rather than the start of a major bear market. We’re staying disciplined, watching developments closely, and prepared for periods of volatility without overreacting to short-term market moves.

Read the full June Market Brief for our latest perspective.

The S&P 500 recently saw a 9-week winning streak snapped in rather dramatic fashion with a solid sell-off dragging indexes down sharply, including a -4.5% drop on Friday 6/5 for the Nasdaq.

06/05/2026

At G Squared, every team member plays an important role, including the four-legged ones!!

While they may not hold any licenses or design investment models, they have mastered the art of relationship building, workplace supervision, and strategic napping.

Swipe through to meet a few of the team's hardest-working (and most adorable) employees!

06/02/2026

We're proud to support the Brazos Valley Food Bank 's Summer Hunger Campaign and help raise awareness for an important need in our community.

In this brief KBTX Media segment, our CEO, George Georgiades, discusses the Summer Hunger Campaign and shares ways community members can get involved, support the effort, and help make a meaningful impact for local families in need.

05/29/2026

Inherited a property? The first decision you make shouldn't be whether to sell it.

In this clip from our latest YouTube video, we discuss what the first 90 days after inheriting real estate should look like.

Before deciding whether to sell, rent, renovate, or hold, it's important to understand exactly what you've inherited. Legal authority, tax documentation, ongoing costs, and family expectations can all play a role in the outcome.

For a deeper dive into the tax considerations and strategic options available to heirs, watch the full video here: https://youtu.be/d6oNJ2OkALY?si=PASdFVo5698EPvEF

05/27/2026

Excited to share that our CIO, Victoria Greene, will be speaking at the upcoming MoneyShow Virtual Expo on June 2.

Her session, Build Your Portfolio Like a Professional, will focus on practical portfolio construction, from macro analysis and stock selection to understanding not just what to buy, but what to avoid. In today’s market environment, knowing how to filter through noise and stay focused on long-term fundamentals is more important than ever.

If you’re interested in market strategy, portfolio construction, and actionable investment insights, this should be a great conversation!

05/22/2026

If you’ve watched Landman, you probably remember the moment when Demi Moore’s character is suddenly left trying to piece together her husband’s business affairs after his unexpected passing. While dramatized for TV, situations like that happen more often than people realize.

Watch the video below with George Georgiades and Jennifer Juergens to learn how proactive succession planning, communication, and continuity planning can help families avoid being left in this kind of situation!