Generative Family Office provides customized services to ultra-high net worth and high net worth individuals and families. These services include wealth planning, financial and estate planning, tax planning, insurance planning, philanthropy planning, family engagement, and oversight of external investment managers. They also offer wealth management and financial planning services as a combined service, and standalone life planning and financial planning services.
Fee Structure
Generative Family Office does not directly manage investments. Instead, they recommend a third-party investment advisor to manage client portfolios. The third-party advisor charges a fee based on the value of your investments, typically ranging from 0.15% to 1.00% per year. This fee is separate from any fees charged by Generative Family Office.