SG operates through five divisions. Each division mirrors one of the five elements that encompass the financial eco-system of a high-net-worth client: Lending, Insurance, Operations, Alternative Investments and Asset Management.
SG has facilitated over 941 Million USD in completed transactions through its Lending, Insurance, and Operations Divisions. The firm has also directly invested over 258 Million USD through its Alternative Investments and Asset Management Divisions.
SG’s Lending Division operates through two platforms: Wholesale Lending and Private Banking. Through these platforms, SG positions each client with access to a broad array of lending solutions for any asset. Since its formation in 2010, SG’s Lending Division has facilitated over $538,000,000 in financing transactions on assets ranging from single-family residences to luxury estates, aircraft, yachts, and other commercial properties.
SG’s competitive advantage is derived from four central elements: relationships with key executives in private banking and wholesale lending; knowledge and understanding of complex income structures; experience in navigating through the ever-changing guidelines of the banking industry; and impartiality. This approach allows SG to determine which financial institutions and instruments are best suited to address the client’s needs without being constrained by financial incentives towards one solution over another.
Since the formation of SG's Insurance Division in 2012, SG has orchestrated and bounded over $243,000,000 in life insurance policies. SG works with leading life insurance experts to provide clients with cutting-edge solutions for their wealth protection-and-transfer needs.
SG’s competitive advantage in facilitating significant life insurance policies is derived from three elements: access to a broad network of insurance experts, the ability to fully analyze the financial situation of the client, and lastly – impartiality. Those three elements, in concert, enable SG to make sound recommendations when helping clients choose a life insurance provider who is best suited to handle their particular need.
SG’s Operations Division provides centralized management and oversight across various assets including luxury real estate, commercial properties, yachts, and aircraft. To date, SG has overseen and managed a range of assets with a cumulative value of over $158,000,000.
SG’s competitive advantage in effectively overseeing and managing an asset is derived from three core elements: integration of innovative technology and creative branding to otherwise traditional industries, direct control over expenses, and direct control over staffing. Together, these three elements enable SG to minimize operating expenses while maximizing the collateral value of an asset.
Since it’s formation in 2010, SG has invested over $122,000,000 into Software companies, Real Estate, and Consumer Brands through its Alternative Investments Division. In 2011, the Alternative Investments Division launched SGVC Fund I to focus specifically on technology investments. To date, SGVC Fund I has invested in 36 of the most innovative and groundbreaking technology companies.
SG’s competitive advantage in making these direct investments is derived from four fundamental elements: access to deals, core competency required to analyze deals, experience required to make an informed decision and finally the capital required to execute upon those deals. Over the past four years, SG’s principals have invested alongside dozens of family offices, super-angels, financial institutions, and established VC's such as Sequoia, Union Square Ventures, Innovation Endeavors, and 500Startups. This ecosystem of investors has provided the firm with exclusive deals most investors can only dream of.
SG’s Asset Management Division was formed in 2012 with the intention to invest in capital markets on behalf of one of its clients.
The firm initially invested over $118,000,000 in mutual funds through financial institutions in the US and in Russia. This recently changed on account of clients’ recurring requests for SG to have this capability in house. In January of 2014, SG began transitioning towards having in house RIA capabilities and intends to launch its RIA platform in 2015.
800 Santa Barbara Street, Santa Barbara, CA USA 93101 9665 Wilshire Blvd, Suite 430, Beverly Hills, CA USA 90212 24 Vavilova Street, Moscow, Russian Federation 119991 Israel Location - Coming Soon
Phone: (805) 256-1600
Business Hours: 24 Hours a Day, 7 Days a Week