ABOUT US

WHO WE ARE…

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.

We understand the private business and private wealth industry and have people dedicated to analyzing the latest trends, regulations, and market environment. We use this expertise to build and apply customized financial management plans and systems throughout the organization to support you in achieving your objectives.

OUR PURPOSE

Our purpose is to provide the pinnacle of wealth ownership through Personal Enterprise Management. More than seventy percent of the ultra-affluent will see their wealth disappear in their grandchildren’s lifetime so we aim to ensure our clients keep their wealth and their family together for as long as they desire.

To bridge the gap of wealth and success from one generations to the next, we’ve conducted extensive research of best practices of wealthy families from first generations to the 4th and beyond.

OUR LEADERSHIP

Robert “Bob” Taylor

 CRE, CSM, CPM, CIPS

Chairman

Stan Sung

Founder/Managing Director

Cheyenne Zhang

LLM

General Counsel

Charles J. Cooper

Senior Advisor

Steve Cao

ChFC

Financial Consultant

Adam Chodos

Taxation and Estate Planning

Jim Benson

Risk Mitigation

WHY US…

ENGINEERING APPROACH

We methodically seek to first
understand, then innovate
thoughtful solutions.

HOLISTIC SOLUTIONS

Seeing beyond the wealth, our
solutions account for causes
not as readily apparent.

FULL ALIGNMENT

We fully align ourselves with the
objectives of each family inclusive
of conflict-free fee structures.

STEWARDSHIP

We take pride being advocates
for our families and helping
them accomplish more.

RESOURCEFULNESS

Our extensive human capital
resources allow us to address
unique issues our families face.

LEADERSHIP VALUES

Proactive, vigilant, and transparent,
we empower our families with
increased control of their legacy.