Generations Family and Fiduciary Services is an independent, fee only, investment advisory and consulting firm based in Chicago.
For those with financial needs that expand beyond their own:
- Time limitations
- Expertise
- Inclination level
Who value:
- True independence
- Quality ongoing advice
- A disciplined and collaborative process
We provide:
- Guidance on navigation of today's complex global financial environment
- Oversight on long term maximization of your financial resources
- Client advocacy and a fiduciary level of care
Unlike:
- Investment or commercial banks
- Broker dealers
- Money managers
Genfi:
- Takes time to listen and understand our clients unique goals
- Has ZERO conflicts of interest
- Sells no products
