Third Generation Capital Management provides family investment funds, donor-advised charitable funds, and investment consulting services for high-net-worth clients, families, and family offices. The family investment fund pools family money to invest in equity securities using a fundamental screening method, while also aiming to build financial education across generations. The donor-advised fund allows clients to support charitable organizations with tax advantages while investing in market-tracking funds. Investment consulting programs offer direct investment development and oversight. Third Generation Capital Management tailors its services to specific client needs and honors investment restrictions. The firm charges management fees based on a percentage of the value of your portfolio, along with potential performance-based profit allocations for certain funds and fixed monthly consulting fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by vehicle: Family Investment Fund charges 1% of the value of your portfolio plus a 10% profit allocation; Donor-Advised Fund charges 0.5% per year.