Our Core Focus:
- Family continuity planning through education, leadership and governance
- Family philanthropy with a clear mission, strategy and foundation
- Integrated planning for investment, estate, tax and the financial future
- Conducting regular and timely family risk assessments with balance sheet analysis, review of risk sharing, and insurance stewardship
- Family business planning through business succession, ownership control and capital financing
- Investment consulting with asset allocation, manager evaluation/selection, and portfolio construction and evaluation
This is a representative list of general services. A detailed list is available upon request. Some of these services may be provided by existing advisors, in which case Genn’s offering will be restricted accordingly.