Family Office
An elevated approach to achieving your goals
At GenCrest, we take the concept of family office services to a higher level in order to simplify each client’s complex financial life. We offer the highest level of care and concierge service to provide wealthy families with order, clarity and confidence.
Comprehensive services built around you.
In addition to expertly managing and overseeing your family’s wealth through investments, tax planning, and estate planning — we take a holistic approach that addresses your family’s unique needs and goals. Our concierge service helps guide you to opportunities to enhance your quality of life while ensuring and growing your family’s legacy.
The key to achieving your objectives is understanding what matters most to your entire family.
Our family office model offers access to:
- Our entire hub of services and adviser-led team of industry professionals, including accountants, estate and tax attorneys, insurance specialists, and more
- Tax advisory and preparation services
- Family-inclusive appointments for family members and heirs
- Concierge services designed to enrich your lifestyle, from philanthropy planning to quality-of-life enhancements to career counseling and other personalized guidance.