Guiding your family's legacy journey, every step of the way!

(210) 241-4103

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Tailored Service Portfolio

Legacy Planning and Comprehensive Wealth Management

This guide is designed to provide you with essential information tailored to our team's unique mission and vision, ensuring you embark on your journey with us fully informed and empowered. 

WHOLE FAMILY ADVISOR SERVICES ®

  • Traditional Wealth versus Ultimate Wealth
  • Business Growth and Continuity
  • Business Succession and Exit
  • Rising Generation Preparation and Education
  • Philanthropy 3.0
  • Family Meetings, Family Retreats, Family Solutions
  • Board of Directors and Family Council
  • Leadership Development

Find Out More

Consultation Services

Neel GSD, LLC

Neel GSD, LLC is a dynamic consultancy firm founded by Sara Neel in 2021. Our mission is to empower closely-held businesses in the South Texas area with top-tier leadership development, organizational growth, and comprehensive business consulting services.


Sara Neel, the driving force behind Neel GSD, LLC, brings a wealth of knowledge and experience to the table. She holds a Master of Business Administration with a specialization in leadership from Grand Canyon University and has conducted extensive Doctoral level research in organizational leadership, employee development, business strategy, innovation, and change management at Walden University. Additionally, she is certified in Non-Profit Management from Our Lady of the Lake University.

Beyond her contributions within the United States, Sara also successfully runs a business in the Caribbean, demonstrating her versatile expertise and global perspective.


Core Services:

  • Confidential Leadership Development Sessions
  • Confidential Interviews and Surveys for Next Generation Leaders
  • Employee Development utilizing the Korn Ferry Competencies
  • Potential New Owner(s) Preparation and Readiness


With Sara Neel's proven track record and Neel GSD, LLC's dedication to excellence, your business will receive the strategic insights and leadership support needed to thrive in today's competitive landscape.

DRIVING SUCCESS

We are dedicated to delivering tangible results that drive growth and exceed expectations to help our clients achieve remarkable milestones.

Grand Purpose Advocate Partnerships

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