Concorde Investment Services Adds G3 Capital to Broker-Dealer Platform
Concorde Investment Services, an independent broker-dealer and registered investment adviser, announced that G3 Capital has joined its platform.
G3 Capital is a California–based financial services firm focused on helping real estate owners and investors manage and maximize their wealth through tax-advantaged real estate strategies.
“Financial professionals are increasingly called on to help clients navigate complex decisions around taxes, income generation, and long-term planning,” said Danielle Delongchamp, chief executive officer of Concorde. “G3 Capital aligns with Concorde’s mission to provide financial professionals with the support, tools, and resources they need to serve their clients with excellence and help investors make confident, informed decisions that drive stronger outcomes.”
G3 Capital, founded by financial adviser Gaston Escudero III, was established to serve individual investors who have built significant wealth through real estate but now face complex questions around taxes, income, and transitioning properties as they approach retirement. The firm focuses on real estate wealth management and tax planning, helping clients clearly understand what they own, what it’s worth, and the options available to them as they evaluate next steps.
“Many of our clients have spent decades building portfolios of appreciated properties and are now unsure of the most efficient way to reduce taxes, generate income, and simplify their lives,” said Gaston Escudero III, founder and CEO of G3 Capital. “Our role is to analyze their real estate, run the numbers, and present clear, tax-efficient strategies so they can make confident, informed decisions about their wealth.”
G3 Capital provides guidance on real estate–centered and tax-advantaged strategies, including 1031 exchanges, Delaware statutory trusts, 721 UPREITs, opportunity zone funds, and other tax-efficient structures designed to help defer, reduce, or potentially eliminate capital gains tax while generating ongoing income. The firm also advises on tax-efficient IRA and Roth conversions and offers comprehensive real estate analysis and consulting.
Previously reported by AltsWire, Concorde announced the firmwide adoption of AltsIllustrator, an analytics and comparison platform developed by two financial advisers within the Concorde system: Richard Gann and Jason McMurtry. The tool is available to all Concorde-affiliated advisers to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via DST offerings.
Concorde Holdings Inc., headquartered in Michigan, is the parent company of Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm operates across all 50 states and provides broker-dealer, investment advisory, and insurance services to financial professionals.
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