GENRICH Family Office

GENRICH Family Office is located in Anaheim Hills, United States. GENRICH Family Office is rated 3 out of 5 in the category future-proofing the family treasury. in United States. GENRICH provides ultra-high net worth families with a platform to oversee all of their holdings, and progress the family’s wealth and legacy on an inter-generational basis. Our team engages a wide range of experience and expertise in healthy collaboration to ensure that families meet their goals. We deliver effectiveness in our work with leadership, vigilance, and transparency. GENRICH is a Multi-­Family Office (MFO) that provides an infrastructure that normally would cost a family a minimum of $1-$2 million per year to maintain by itself as a Single Family Office (SFO). As of June 2019, GENRICH now advises on approximately $4 billion, working with 23 families from all over the world. What makes GENRICH different is that we focus our management talents on illiquid investment assets such as closely-held businesses, direct private equity investments, real estate, entertainment, intellectual property, and other non-securities assets. We also conduct investment banking due diligence when managing illiquid assets, or selecting and overseeing the managers of liquid assets (marketable securities). GENRICH uses a multi-disciplinary approach to aid families with: • Providing comprehensive administrative infrastructure (data aggregation, bill pay, and accounting) • Effecting strategic tax, succession, and estate planning • Managing illiquid assets and investments • Overseeing effective management of liquid assets • Cultivating continuity and governance of family values, culture, and legacy • Implementing safety and security measures • Developing advantageous gifting strategies and supervising philanthropic projects • Coordinating lifestyle and concierge services