Building a company is a long-term vision that requires strategic financial planning. We help you protect your success, navigate complexity, and plan for what’s next—so you can focus on growing your business with confidence.
Key Services
Our suite of specialized services are designed to help you protect your success, manage complexity, and plan confidently for the future.
Family Governance & Wealth Transfer
- Prepare family for new wealth from liquidity events
- Establish trust structures and communication plans
- Balance generosity with responsibility
Business Advisory & Exit Planning
- Maximize exit outcomes with early-stage planning and due diligence
- Coordinate a strong team of legal, tax, and banking advisors
- Mitigate income and estate tax during liquidity events
Financial & Cash Flow Modeling
- Model cash flow around equity events and retirement goals
- Stress-test scenarios for market or career shifts
- Build tax-efficient plans for post-exit living
Investment Due Diligence & Portfolio Construction
- Diversify concentrated stock positions
- Vet investment opportunities aligned with long-term goals
- Reallocate wealth into a balanced, tax-aware portfolio
Your Trusted Partner
Through our partnership, you’ll gain the peace of mind that comes with proactive planning, unbiased advice, and strategies designed to maintain your wealth and achieve long-term success.
Confidence in Complex Decisions
Receive proactive guidance on tax strategy, investment management, and estate planning.
Protection from Market Volatility
Benefit from tailored strategies designed to safeguard and preserve your wealth.
Freedom to Focus on What Matters
Enjoy trusted support that allows you to spend less time managing finances and more time pursuing personal and philanthropic goals.
Frequently asked questions
Where would my assets be held if I work with GENCapital?
We are custodian-agnostic and work with multiple custodians based on client preference. Our primary custodial partners are Fidelity and Charles Schwab.
To give you a full view of your holdings, we use Orion portfolio accounting software, which consolidates reporting across custodians, including private investments made independently.
How is GENCapital different from other firms?
Unlike many firms led by financial planners or sales professionals, our partners have institutional capital markets experience managing large asset pools for sophisticated investors. This background informs our investment strategy, risk management, and portfolio construction.
We also help clients evaluate private investments. GENCapital serves fewer than 100 families, with average client relationships exceeding $10 million in assets.
What are your qualifications as advisors?
Our team has deep experience in private banking, real estate, equity research, and institutional asset management—including overseeing more than $35 billion at a leading global investment bank. We bring this expertise to every client, offering comprehensive planning and customized investment advice.
How should I talk to my children about our wealth?
This is a common and complex concern. Most parents want to support their children while avoiding entitlement. Research shows over 70% of wealth transfers fail, often due to poor communication and preparation.
To help, we’ve created “The Anatomy of Family Conflict”—a program that addresses generational challenges and offers strategies for stronger communication, shared purpose, and long-term stewardship.
How do you work with my other advisors?
We take a collaborative approach, often coordinating with your tax, legal, insurance, and estate advisors to align strategies with your goals. We serve as the integrator of advice, ensuring a unified plan. If needed, we can also introduce trusted professionals in areas like tax, law, insurance, or family governance.
Reach Out
Ready to Reach Out to an Advisor? We’re here to discuss how we can be your fiduciary partner in your financial journey.
Additional Client Services
Are you in need of additional services? Here’s how else we can help.
