Our Services

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, and portfolio  evaluation

Genn Services:

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.

Integrated planning to coordinate family goals and values with:

  • Investment
  • Estate
  • Tax
  • Financial planning

Family business planning:

  • Business succession
  • Ownership control
  • Capital financing

Investment consulting (public, private, hedge, etc.):

  • Asset allocation
  • Manager evaluation
  • Portfolio evaluation
  • Risk tolerance assessment and implementation
  • Fee analysis

Family risk assessment:

  • Balance sheet analysis
  • Review of risk sharing
  • Risk allocation planning
  • Insurance stewardship

Family continuity planning:

  • Education
  • Leadership
  • Governance Structure
  • Financial planning

Family philanthropy:

  • Mission
  • Foundation management
  • Strategic granting
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