FAMILY OFFICE
Multigenerational Wealth Consulting
SOMEONE IS SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO.
While achieving significant wealth offers tremendous opportunities, it also presents financial complexity. GenFi understands these challenges and will assist you in preserving and growing your wealth across generations. Our professionals strive to create alignment across individual and family objectives while establishing direction and purpose with regard to the use of your wealth.
Through our multifaceted approach, we are able to provide the flexibility to customize our services to fit your individual needs. We will work closely with you to develop and implement a comprehensive and integrated plan addressing the following issues:
- Family Governance and Meeting Facilitation
- Financial and Investment planning and Education
- Management of concentrated stock positions
- Ownership structure and asset protection
- Family Succession Planning
- Multi-generational Trust & Estate planning and Administration
- Income tax planning
- Custody Relationship Management
- Alternative investment analysis and access
- Consolidated Performance Reporting
- Cash Flow and Fee Analysis
- Philanthropic Consulting
- Specialized services
