What We Do


Integrated approach.

Our integrated approach to wealth management bridges the gaps among services provided by professionals and ‘building blocks’ of the financial world. Our highly experienced and inter-disciplinary team allows Genbridge to oversee all work done to ensure that each element, or ‘building block’, fits in with the ‘big picture’ plan. If one of these ‘building blocks’ is not properly integrated in the planning process, or lack of communication hinders integration, the structural integrity of the bridge is impaired. It is this simple:

Genbridge can help you with:

  1. Management
  2. Consultation
  3. Referrals

Genbridge can help you directly by providing you with our financial management services. We provide strategic, management and administrative services. Our involvement level varies from individual to individual.  We provide customized combinations of services on a case-by-case basis, because each person or family has its own specific needs.

Simple process, great results.

Our process consists of three steps- discovery and planning, implementation and maintenance. The time frame for each step can vary depending on the case:

Professional consulting.

We also provide consultation services to individuals and families. This encompasses a large number of different projects and services. For example, Genbridge can help you build your own personal family office, gather a team of advisors or provide you with a plan that we can help you implement. There is a wide range of services that we can provide to you. We welcome the opportunity to chat with you about your needs and how we may help.

The help you need.

Last, but not least, if Genbridge is not the place for you, we would be more than happy to assist you in finding a professional or business that can best meet your needs.  Genbridge has worked with many qualified and experienced professionals and we would be pleased to refer you to any number of them that could potentially help you in your endeavors.  We have had positive feedback in the past, in regards to our referrals and placements, and we would be glad to do the same for you.

What is a family office?

In a nutshell, a family office is an organization that manages the finances of individuals, families and their businesses.

Genbridge, however, does more than just ‘manage your money’.

Here, we help people to define and articulate their values and goals. Our Team will then design, create, implement and manage all aspects of the financial plan to allow you to reach these goals.

Genbridge takes care of all of the ‘nitty-gritty’ elements of financial management.

We coordinate professionals, prepare all of your taxes, oversee investments and much, much more.  Our services are completely customizable- since every individual situation is unique.

Fee-for-service Model

The Genbridge fee-for-service model allows us to maintain complete objectivity in our selection of financial products for individuals.

We take no commissions, no ‘soft dollars’ or any other form of third-party compensation. This makes us different from financial institutions, where the primary goal is to make a profit by selling products. Our job is to assist families in selecting products that best suit their needs, without being tied to any one product provider.

Our services are first class and our product is peace of mind.