Meet Us today

Our vision

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.

Our Values

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 Taylor

Chairman

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Stan Sung

Founder/Managing Director

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Cheyenne Zhang

General Counsel

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Charles Cooper​

Senior Relationship Manager

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Adam Chodos

Taxation and Estate Planning

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Steve C.

ChFC
Senior Financial Advisor

Jim B.

Security Team Lead

Jamie L.

Corporate Cybersecurity

Scott S.

Medical Concierge

Hank P.

CFA Candidate
Financial Advisor

Renee G.

Accounting

Elise Z.

CFA Candidate
Financial Analyst

Lori D.

Legal and Financial Associate

Felicia Y.

Legal Assistant

Jim G.

Corporate Development Consultant

Kay L

Education Consultant

Rick S.

Education Consultant

Rick W.

Corporate Finance & Restructuring

Haze W.

Corporate Finance

Jeff H.

Administrative Team Lead

Tony W

CPA

Tony Y.

JD, CPA, CPCU, CFP, ACI, CLU, ChFC, PFS, CFS, TEP

Jack Z.

JD, MBT, CPA

Seth B.

Life Insurance Specialist

Steven G.

Property & Casualty Insurance Specialist

Anthony G.

JD

Mark H.

Private Lending Compliance

Jung S.

Private Lending Servicing

Kristin N.

Advisor Assistant

Contact Us

  • Phone: (562)-888-2982
  • Address: 505 S Villa Real Dr, Suite 116, Anaheim Hills, CA 92807
  • Email:relations@
    genrichfamilyoffice.com