FUTURE-PROOFING THE FAMILY TREASURY
TOTAL FAMILIES SERVED
We administer all financial matters, operations, and due diligence.
We augment the performance of the professional team.
We provide guidance on the qualitative aspects of wealth extension.
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.
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.
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.