G2 Capital Management

G2 Capital Management is a Columbus firm that manages investments and plans finances for high-net-worth and ultra-high-net-worth families, business owners, executives and professionals. Its advisers combine portfolio management with financial, income tax, and estate and gift tax planning, and can coordinate a family's whole financial picture much as an in-house family office would.

Families with larger estates can use its family office services, which can include cash flow reporting, coordination of tax compliance, estate planning and risk management, charitable gift planning, family meetings, insurance planning, and business advisory and mergers and acquisitions consulting. Clients who want only portfolio management can engage the firm for investment management alone, and it also offers access to private capital investments such as private equity, venture capital, private credit and real assets. The office is on West Lane Avenue in Upper Arlington.