We understand the drive behind your success and the importance of securing not just your business, but your family’s future, growing your wealth in tandem with your business.
Key Services
We provide tailored wealth management strategies that align with your entrepreneurial spirit and personal financial goals, offering innovative solutions to protect and grow your wealth.
Family Governance & Wealth Transfer
- Build a legacy plan that reflects your values and vision
- Introduce wealth to children with intention
- Establish structures to protect and preserve new wealth
Business Advisory & Exit Planning
- Prepare your business for sale with a 1-3 year roadmap
- Evaluate company values and potential deal structures
- Assemble the right team to guide the transaction
Financial & Cash Flow Modeling
- Plan around exit events and reinvestment opportunities
- Understand income flow from earn-outs or staged payments
- Align personal financial goals with business transitions
Investment Due Diligence & Portfolio Construction
- Reinvest with discipline post-liquidity
- Explore alternative investments and private deals
- Create portfolios that align with your risk tolerance and goals
Financial Advisement You Can Trust
We’re here as your partner to guide you and give you access to proactive, customized strategies designed to support your ambitions and protect your legacy.
Efficient Wealth Management
We streamline your investment, tax, and retirement strategies, allowing you to focus on scaling your business while we handle the details.
Tailored Solutions for Long-Term Growth
Our team crafts innovative investment strategies and risk management plans that are aligned with your unique financial objectives.
Confidence in Your Financial Future
With transparent communication and trusted expertise, we provide the peace of mind that your family’s wealth and legacy are secured for future generations.
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 does GENCapital structure its relationship with clients?
We operate as true fiduciaries, compensated only by our clients, not by asset managers or third parties. If we receive any external compensation (e.g., fee rebates), we return it to the client. We are legally and ethically bound to act in your best interests, provide transparency, and uphold loyalty and confidentiality.
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
Additional Client Services
Are you in need of additional services? Here’s how else we can help.
