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GS&Co. Customer Relationship Summary
WHO WE SERVE

Individuals and Families

We provide ultra-high net worth individuals and families with holistic guidance to grow, preserve, and activate their wealth.
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Your values, goals, and aspirations are our first priority. 
Living Well

Whatever you are passionate about, we champion your purpose — from self-growth to securing your family tree to exploring new frontiers.

Making a Mark

However you define legacy — a generational mission, a rare collection, a philanthropic move — we’re honored to help you build it.  

Focusing on Family

Whether you want to set up a family office or you lead investment for one, you can access specialized teams dedicated to your needs. 

Watch More Client Stories
Craig Kallman, wearing a light-colored shirt, looks focused while speaking, with a background of blurred books or records.
A Passion for Developing New Talent

Craig Kallman, CEO and chairman of Atlantic Records, discusses his passion for helping artists develop their talents and grow into their best selves.

Kathy Kwan wears a reflective safety vest and a scarf smiles while standing outdoors.
A Lifetime Mission to Give Away Assets

Kathy Kwan, founder of the Eustace-Kwan Foundation, talks about how she and her husband made it their mission to give away their assets while they are alive.

RJ Melman wears a dark blazer and smiles while speaking in a softly lit indoor setting.
Taking the Family Business to New Heights

R.J. Melman is the president of Lettuce Entertain You, a multi-generational family business that spans more than 130 restaurants and 60 brands across the US.

Awards and Recognition
The World's Best for Ultra-High Net WorthEuromoney Private Banking Awards 2025*
Our Commitment to You
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Collaborative Mindset

As our client, you’ll work with a dedicated advisor supported by a firmwide team of leaders and specialists.

Meet Our People
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Curated for You

We immerse ourselves in your world to bring you personalized advice and strategies unique to your goals.

Why We’re Different
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On the Ground Insight

Local teams deliver our firm’s global resources to help you make an impact on what matters most to you, wherever you are.

Discover Our Locations

*Goldman Sachs Private Wealth Management has been recognized in several categories across Euromoney’s Private Banking Awards 2025, announced on March 28, 2025. The awards celebrate the achievements across the private banking and wealth management industry within the review period (October 1, 2023 to September 30, 2024), with winners determined by a panel of private banking experts.

© 2025 The Goldman Sachs Group, Inc (and together with its affiliates, “GS”). Global investment advisory and brokerage services are offered through various GS affiliates. All rights reserved. *Rating announced 03.28.25. Review period Q4’23-Q3’24. Rating by Euromoney.

Our Relationship with Clients. We act as an investment adviser or as a broker depending on our relationship with you, and may act as both for some clients. Our role and obligations will vary depending on the capacity in which we act. Where we act as an investment adviser, our primary role is to give you advice, help you manage your investments or help you hire another adviser to do so. Where we act as a broker, our primary role is to execute trades for you based on your instructions and any advice we give you is incidental to our brokerage services. How we are compensated by you (and sometimes by issuers or managers of investments who compensate us based on what you buy) and how your Private Wealth Management team is compensated will vary depending on whether you have an advisory or brokerage account and on the investments we or you make in your account, and may change over time. Goldman Sachs & Co. LLC (“we,” “us,” and “GS&Co.,” and together with its affiliates, “Goldman Sachs” or “GS”) is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). We predominantly offer investment advisory and brokerage services to retail investors through our Wealth Management business unit, which includes Private Wealth Management (“PWM”). Investment advisory and/or financial counseling services may be provided by GS&Co., an affiliate, or an external manager under the wrap program sponsored by GS&Co. Brokerage services are provided by GS&Co.

Entities Providing Services.

The below entities are affiliated entities that are subsidiaries of The Goldman Sachs Group, Inc. (collectively, the “Firm” or “Goldman Sachs”).  Please note that offering of services is subject to jurisdictional requirements, and may not be available to all clients.

United States

Investment advisory and/or financial counseling services may be provided by Goldman Sachs & Co. LLC (“GS&Co.”), an affiliate, or an external manager under the wrap program sponsored by GS&Co. Entities and/or affiliates may include but are not limited to Goldman Sachs Wealth Services, L.P. or another affiliate. Brokerage services are provided by GS&Co., member Financial Industry Regulatory Authority (“FINRA”) / Securities Investor Protection Corporation (“SIPC ”).

EMEA

Click here for EMEA Disclosures

Asia

Click here for Asia Pacific Cross Border Disclosures

Tax Information. GS does not provide legal, tax or accounting advice, unless explicitly agreed in writing between you and GS, and does not offer the sale of insurance products. You should obtain your own independent tax advice based on your circumstances.

 

Goldman Sachs & Co. LLC is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).