FUTURE-PROOFING THE FAMILY TREASURY

TASIA

KARAS

23

TOTAL FAMILIES SERVED

WHO WE ARE 

Since 2008, GENRICH has operated as a Management Services Organization providing comprehensive wealth-keeping services to ultra- wealthy Principals. For the past 12 years, we have supported Principals with and without a Family Office in back-office operations, financial administration, due diligence, professional-team coordination, and guidance on qualitative aspects of wealth extension.

We work in conjunction with the Principal’s C-Suite Executives, investment personnel, and alongside outside wealth managers to provide the Principal with reporting services and budgeting for the entire family enterprise and each of the family branches.

Time and attention are currencies in which more cannot be earned. We release our clients from the bestowed burdens that come with being Ultra-Wealthy so they can focus on advancing their ambitions and passions.

 

TRIFECTA

ADMINISTER

We administer all financial matters, operations, and due diligence.

AUGMENT

We augment the performance of the professional team.

COUNSEL

We provide guidance on the qualitative aspects of wealth extension.

ORGANIZATION

GENRICH provides the existing family teams with back-office support. Our clients are ultra-wealthy Principals who need to keep track of roughly 70 document categories, across 30 activity domains, from over 30 different types of professionals that encompass all of their activities.

Through hyper-organization, standardizing operating procedures, and leveraging the most cutting-edge technology available, we institutionalize information and processes that are conventionally fragmented. This will serve-to enhance and provide long-term continuity of informed decision making.

ALIGNING 

PROFESSIONALS

We coordinate our Principals’ current external professionals to yield holistic decisions on courses of actions to be taken, through orchestrating and training internal personnel with different backgrounds in different professional disciplines to evaluate matters as a team.

QUALITATIVE GUIDANCE

 

TEAM

THE 

GENRICH 

FAMILY

GET IN TOUCH:

Tel: 562-888-2982

Email: relations@

genrichfamilyoffice.com

505 S Villa Real Dr, Suite 116

Anaheim Hills, CA 92807

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