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SG IS A GLOBAL ADVISORY FIRM The firm provides high-net-worth clients with unique solutions to their complex financial needs, operating in the US, Russia and Israel.
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WHAT WE HAVE DONE Since 2010, 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.
$118 million
$139 million
overseen by Asset Management
invested through Alternative Investments
$1.2 BN
$158 million
assets managed by Operations
TOTAL TRANSACTIONS
$243 million
policies bound by Insurance
$538 million
loans facilitated by Lending
*Values as of Q2 2014
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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
ALTERNATIVE INVESTMENTS
INSURANCE
OPERATIONS
ASSET MANAGEMENT
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LENDING DIVISION
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SINCE 2010, SG’S LENDING DIVISION HAS FACILITATED OVER
$538,000,000
IN FINANCING TRANSACTIONS ON ASSETS RANGING FROM:
Luxury Estates
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Commercial Properties
Yachts
Aircraft
Single Family Homes
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PRIVATE BANKING & WHOLESALE LENDING SG’s Lending Division operates through two platforms: Private Banking and Wholesale Lending. Through these platforms, SG positions each client with access to a broad array of lending solutions for any asset.
Wholesale Lending Loans < $2 million
Private Banking Loans > $3 million
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THE COMPETITIVE ADVANTAGE OF SG’S LENDING DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. RELATIONSHIPS WITH KEY EXECUTIVES IN THE BANKING INDUSTRY
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2. KNOWLEDGE & UNDERSTANDING OF COMPLEX INCOME STRUCTURES
3. ABILITY TO NAVIGATE THROUGH THE EVER-CHANGING LENDING GUIDELINES
THIS APPROACH ALLOWS SG TO DETERMINE WHICH FINANCIAL INSTITUTIONS & PRODUCTS ARE BEST SUITED TO ADDRESS CLIENTS’ NEEDS WITHOUT BEING CONSTRAINED BY FINANCIAL INCENTIVES TOWARDS ONE SOLUTION OVER ANOTHER.
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ALTERNATIVE INVESTMENTS DIVISION
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SG’S ALTERNATIVE INVESTMENTS DIVISION HAS INVESTED OVER
$139,000,000
IN COMPANIES, INDUSTRIES & BRANDS INCLUDING:
Software Companies
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Consumer Brands
Pharmaceuticals
Real Estate
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FUND I & FUND II
SG’s Alternative Investments Division has directly invested in over 30 high-growth Tech related companies using the firm’s own capital while building relationships and access to opportunities via SGVC Fund I. In Q2 of 2014, the firm launched SGVC Fund II as an investment vehicle to allow clients the opportunity to invest alongside our principals in some of Silicon Valley’s best early stage companies. SGVC Fund I formed Q1 2011
Fund I Investment Stage: Seed & Series A-C
SGVC Fund II formed Q1 2014
Fund I Total Investments: 37
Fund II Investment Stage: Series A-C
Fund II Investments to Date: 7
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THE COMPETITIVE ADVANTAGE OF SG’S ALTERNATIVE INVESTMENTS DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. ACCESS TO EXCLUSIVE DEALS THROUGH OUR ECOSYSTEM OF CO-INVESTORS
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2. COMPETENCY REQUIRED TO ANALYZE DEALS & MAKE INFORMED DECISIONS
3. ACCESS TO THE CAPITAL REQUIRED TO EXECUTE UPON DEALS
SG’S PRINCIPALS DIRECTLY INVEST THEIR OWN CAPITAL INTO THE OPPORTUNITIES THE FIRM PRESENTS TO ITS CLIENTS.
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INSURANCE DIVISION
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SG’S INSURANCE DIVISION HAS ORCHESTRATED & BOUNDED OVER
$243,000,000
IN POLICIES RANGING BETWEEN:
Domestic Life Insurance
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Individual/Key Man Life Insurance
Health Insurance & Group Benefits
Foreign National Life Insurance
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A NETWORK OF SOLUTIONS SGâ&#x20AC;&#x2122;s Insurance Division works with top industry experts to provide clients with cutting-edge solutions to their wealth protection-and-transfer needs. In March of 2014, SG partnered with 19 insurance companies to issue the record breaking life insurance policy of $201MM setting the Guinness World Record for the Most Valuable Life Insurance Policy.
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THE COMPETITIVE ADVANTAGE OF SG’S INSURANCE DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
1. ABILITY TO REMAIN IMPARTIAL WHEN SELECTING PRODUCTS
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2. EXPERTISE IN FULLY ANALYZING THE FINANCIAL SITUATION OF EACH CLIENT
3. ACCESS TO A BROAD NETWORK OF INSURANCE EXPERTS
SG MAKES TAILORED RECOMMENDATIONS WHEN CHOOSING AN INSURANCE POLICY BEST SUITED TO PROTECT EACH CLIENT’S WEALTH.
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OPERATIONS DIVISION
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SG’S OPERATIONS DIVISION HAS OVERSEEN & MANAGED A RANGE OF ASSETS WITH A CUMULATIVE VALUE OF OVER
$158,000,000.
THESE ASSETS INCLUDE:
Luxury Real Estate
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Commercial Properties
Aircraft
Yachts
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MANAGEMENT & OVERSIGHT SG’s Operations Division partners with industry leaders to provide each client the management, oversight, and expertise necessary to optimize the value of their various luxury assets. When it comes to selling a luxury asset, SG integrates innovative technology, creative branding, and a targeted marketing approach that effectively positions the asset without compromising the final sales price.
Analyze Client’s Balance Sheet
Reduce Operational Expenses
Determine Opportunities for Cost Savings
Position the Asset’s Brand to Add Value
Implement Innovative Marketing Strategy
List Asset for Sale
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THE COMPETITIVE ADVANTAGE OF SG’S OPERATIONS DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:
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2. INNOVATIVE BRANDING AND CREATIVE MARKETING APPROACH
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DIRECT CONTROL OVER EXPENSES AND STAFFING
3. MANAGEMENT OF BUDGET AND EXPENSES
IN CONCERT, THESE THREE ELEMENTS ALLOW SG TO MAXIMIZE THE COLLATERAL VALUE OF THE ASSET AND MINIMIZE THE OPERATING EXPENSES
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ASSET MANAGEMENT DIVISION
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SG’S ASSET MANAGEMENT DIVISION INVESTED OVER
$118,000,000
IN MUTUAL FUNDS THROUGH FINANCIAL INSTITUTIONS IN:
Russia Russia
United States United States
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SG’S ASSET MANAGEMENT DIVISION PLANS TO LAUNCH IT’S IN HOUSE REGISTERED INVESTMENT ADVISORY (RIA) IN Q1 OF 2015.
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www.sgllc.me