Meet Us today
The name GENRICH was created by combining the city names Geneva and Zurich. These two cities were constantly ranked first and second in the world by reputable publications as having the highest quality-of-life. Since 2008, this is what GENRICH strives to do for its clients.
We help wealthy individuals and families who have been very successful at building their wealth to be equally successful at owning their wealth. Our family office is your team of financial champions who guide you in your shift from achieving wealth to steering it.
Inspire: Be a positive source of influence.
Align: Accomplish objectives in the manner intended and free of interest conflict.
Conscientious: Be disciplined, thorough, and do what is right.
Adaptive: Adjust to new information and concepts accordingly.
Competent: Be knowledgeable and skilled.
Purposeful: Perform to win over performing not to lose.
Action-Oriented: Be proactive, assertive and results-oriented.
Authenticity: Be genuine, honest, and free from pretense.
Resourceful: Be inventive and enterprising.
Alert: Be vigilant in monitoring changing circumstances and risks.
Meet The Leaders
Robert “Bob” Taylor – Founded (in 1978) and sold a Top 50 U.S. ranked real estate Accredited Management Organization that managed over 10 Million square feet of real estate assets for both domestic and international institutions. Prestigiously awarded for his work by the international Counselors of Real Estate organization and holding the credentials of MBA, CPM, CSM, CIPS, FIPC and CRE, Bob guides the real estate asset oversight team for GENRICH.
A CFP with over 17 years of financial service experience and deeply experienced in the matters that affect the Ultra-High-Net-Worth, Stan also served as interim CFO positions for various client businesses in manufacturing, distribution, and television media production. He is an Alum of the Thayer Leader Development Program at Westpoint, and a USC graduate in Electrical Engineering and Business studies.
An internationally trained attorney licensed in both CA and NY, Cheyenne excels in corporate, real estate, cross-border issues, and domestic estate planning. With a Master of Laws from University of Southern California (USC), Cheyenne serves as the General Counsel of GENRICH.
Senior Relationship Manager
A 25 year veteran in private wealth management working with Ultra-High-Net-Worth and Family Offices that was cultivated from organizations such as Charles Schwab, Merrill Lynch, Oppenheimer, and ABN AMRO Bank. With Business and Finance degrees from University of St. Louis, Charles serves as a Senior Advisor to members of the GENRICH Family domestically and in Europe out of the Arizona office.
Taxation and Estate Planning
Adam Chodos, A JD and CPA extracted from Ernst & Young and Brown & Wood in New York, Adam specializes in asset protection, advanced estate and business planning, taxation, and complex wealth matters for Ultra-High-Net-Worth individuals. With summa cum laude and high honor accolades from University of Pennsylvania and Duke University respectively, Adam serves as the tax and legal director for members of the GENRICH Family.
Senior Financial Advisor
Security Team Lead
Corporate Development Consultant
JD, CPA, CPCU, CFP, ACI, CLU, ChFC, PFS, CFS, TEP
JD, MBT, CPA
Life Insurance Specialist
Property & Casualty Insurance Specialist
Private Lending Compliance
Private Lending Servicing
Legal and Financial Associate
Corporate Finance & Restructuring
Administrative Team Lead