At GENCapital, we provide personalized, strategic financial solutions that help you grow, protect, and transition your wealth across generations. We act as a fiduciary, so you can feel confident every recommendation is made with your family’s best interest at heart.
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
- Create thoughtful communication strategies for sharing wealth with children
- Develop structures that support purpose, not entitlement
- Prepare heirs through education and role clarity
Business Advisory &
Exit Planning
- Support succession planning for family-owned businesses
- Coordinate with legal and tax advisors for estate planning and ownership transfer
- Preserve family wealth during transitions
Financial & Cash Flow Modeling
- Forecast long-term cash needs for lifestyle, giving and family support
- Plan around major milestones like retirement, education, and care
- Understand sustainable spending across generations
Investment Due Diligence & Portfolio Construction
- Design portfolios that reflect family values and time horizons
- Provide access to unique investment opportunities
- Adjust strategies as family dynamics evolve
Your Trusted Partner
Our approach goes beyond traditional wealth management, focusing on the unique opportunities of multi-generational wealth. We simplify your financial journey while keeping your goals at the forefront.
Customized Wealth Transition Plans
We work with you to design tailored strategies for managing and passing on your family’s wealth, ensuring it’s preserved according to your vision.
Integrated Tax and Estate Strategies
Our team integrates tax planning and estate strategies to optimize your wealth, minimizing tax burdens while maximizing your financial security for the future.
Investment Due Diligence and Oversight
We manage your wealth effectively by providing thorough investment due diligence and crafting customized portfolio strategies that align with your complex financial needs.
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.
