How Does Family Generation Management, LLC Help Clients? – Key Takeaways:
Finding the right financial advisor can be a daunting task, especially when it comes to managing your family’s assets. However, with the help of a reputable and experienced firm like Family Generation Management, LLC, you can have peace of mind knowing that your financial needs are in good hands.
The team at Family Generation Management, LLC is composed of highly skilled and knowledgeable financial experts who have years of experience in helping individuals and families achieve their financial goals. They offer a wide range of services and expertise to cater to the specific needs of their clients.
Some key takeaways of how Family Generation Management, LLC helps clients are:
- Providing personalized and comprehensive financial planning and investment management services
- Offering strategies to help clients achieve their long-term financial goals
- Regularly reviewing and monitoring client portfolios to ensure they are on track
- Keeping clients informed and educated about financial matters through seminars, webinars, and other resources
- Providing exceptional customer service and building long-lasting relationships with clients
Facts and Insights
Family Generation Management, LLC is a registered investment advisor (RIA) founded in 2008 and based in New York City. With a team of 5 advisors, the firm manages over $500 million in assets under management (AUM). This is the total amount of assets the firm manages on behalf of its clients.
The firm primarily serves high-net-worth individuals, families, and small business owners. They also work with institutions such as pension plans and charitable organizations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM): | |
|---|---|
| Year: | $500 million |
| Number of Advisors: | |
| Year: | 5 |
| Time in Business: | |
| Founded: | 2008 |
Financial Services Offered
Family Generation Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning: This involves creating a personalized financial plan based on the client’s goals, risk tolerance, and financial situation.
- Investment management: The firm offers customized investment portfolios designed to help clients achieve their long-term financial objectives.
- Tax planning: The advisors at Family Generation Management, LLC work closely with clients to develop tax-efficient strategies.
- Estate planning: The firm provides guidance and assistance in creating an estate plan to help clients protect and transfer their assets to future generations.
- Retirement planning: The team helps clients create a retirement income plan that addresses their expected expenses and sources of retirement income.
- Insurance planning: Family Generation Management, LLC offers insurance solutions to help clients protect their assets and achieve their financial goals.
Client Types
As a high-net-worth-focused firm, Family Generation Management, LLC primarily serves the following types of clients:
- High-net-worth individuals and families
- Small business owners
- Institutions such as pension plans and charitable organizations
Fees & Compensation
Family Generation Management, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the more their portfolio grows, the more the firm earns. The exact fee percentage can vary depending on the client’s AUM and services provided.
The firm may also receive compensation in the form of commissions from the sale of insurance products or securities, but they are required to disclose this to clients to be transparent in their practices.
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