FUTURE-PROOFING THE FAMILY TREASURY

23

TOTAL FAMILIES SERVED

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

ADMINISTER

marvin-meyer-SYTO3xs06fU-unsplash.jpg

AUGMENT

We augment the performance of the professional team.

COUNSEL

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.

 

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.

TRIFECTA

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

Screen Shot 2020-09-21 at 4.56.42 PM.png
 

TEAM

FOCUS

PERFORMANCE ADVISORY

PRIOR EXPERIENCE

BETTER BUSINESS BUREAU

SPRING ACTIVATOR

EDUCATION

UNIVERSITY OF VICTORIA

JUSTICE INSTITUTE OF BRITISH COLUMBIA

FOCUS

FINANCIAL MODELING

PRIOR EXPERIENCE

CHINESE MUNICIPAL BUREAU OF STATISTICS

EDUCATION

UNIVERSITY OF SOUTHERN CALIFORNIA

FOCUS

TAX COUNSEL

PRIOR EXPERIENCE

INTERNAL REVENUE SERVICE

WOLTERS KLUWER

EDUCATION

UNIVERSITY OF SOUTHERN CALIFORNIA

SOUTHWESTERN UNIVERSITY

FOCUS

GENERAL COUNSEL

PRIOR EXPERIENCE

SKADDEN

FTI CONSULTING

EDUCATION

UNIVERSITY OF SOUTHERN CALIFORNIA

FOCUS

GENERAL ADMINISTRATION

PRIOR EXPERIENCE

THOMAS EDISON STATE UNIVERSITY

EDUCATION

THOMAS EDISON STATE UNIVERSITY

FOCUS

LEGAL SUPPORT

PRIOR EXPERIENCE

JP HOLDINGS

EDUCATION

UNIVERSITY OF CALIFORNIA 

IRVINE

FOCUS

BUSINESS CONCIERGE

PRIOR EXPERIENCE

SONY ENTERTAINMENT

EDUCATION

MOUNT SAINT MARY'S UNIVERSITY

FOCUS

FAMILY ADVISORY

ORGANIZATIONAL DEVELOPMENT

PRIOR EXPERIENCE

KARAS PARTNERS INC

THE 

GENRICH 

FAMILY

FOCUS

NEXT GEN ADVISORY

PRIOR EXPERIENCE

PANELIST DURING WORLD ECONOMIC FORUM
EDUCATION

UNIVERSITY OF OREGON

FOCUS

LITIGATION COUNSEL

PRIOR EXPERIENCE

MURPHY AUSTIN ADAMS SCHOENFELD

EDUCATION

EMORY UNIVERSITY

UNIVERSITY OF THE PACIFIC, MCGEORGE SCHOOL OF LAW

FOCUS

TAX REVIEW

PRIOR EXPERIENCE

MARKS NELSON

EDUCATION

UNIVERSITY OF MISSOURI, KANSAS CITY

FOCUS

CONTROLLER

PRIOR EXPERIENCE

THE REMM GROUP

EDUCATION

ORANGE COAST COLLEGE

FOCUS

FAMILY OFFICE ADVISORY

PRIOR EXPERIENCE

FAMILY OFFICE MANAGING DIRECTOR SINCE 2008

RISK MANAGEMENT ADVISORS

EDUCATION

UNIVERSITY OF SOUTHERN CALIFORNIA

THAYER LEADER DEVELOPMENT GROUP

FOCUS

FINANCIAL INSTITUTIONALIZATION

PRIOR EXPERIENCE

CHESAPEAKE ASSET MANAGEMENT

EDUCATION

SAINT BONAVENTURE UNIVERSITY

Screen Shot 2020-09-21 at 6.56.45 PM.png