Advisor at Generative Family Office LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Generative Family Office LLC
Location
Moraga, CA 94556
Credentials
CFP®, CFA®
Industry experience
17 years
Kevin Chung is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Generative Family Office LLC, where he has worked since 2024. Prior to this, he held roles at JPMorgan Private Wealth Advisors LLC and First Republic Investment Management, Inc. He holds an active insurance license but is not engaged in insurance sales. Generative Family Office provides tailored consulting services to ultra-high net worth and high net worth families, trusts, estates, business entities, and charitable organizations. The firm focuses on family office services such as consolidated financial reporting, wealth and estate planning coordination, philanthropy planning, and family governance, advising on asset allocation and overseeing external investment managers without discretionary trading authority.
Based on Generative Family Office LLC
Based on Generative Family Office LLC
Initial Family Office Assessment Fee is a one-time fixed fee ranging from $10,000 to $75,000, which may be waived at Adviser’s discretion.
Hourly fees for standalone services range from $500 to $1,500 per hour.
Family Office Retainer Fees are recurring retainer fees charged quarterly in advance; Wealth Management & Financial Planning Services retainer fees charged quarterly.
Minimum fee: Target minimum annual fee for Family Office Consulting Services is $70,000 per client family. Fee-only: Family Office Consulting Services retainer fees are recurring and individually customized; Wealth Management & Financial Planning Services retainer fees range from $1,500 to $15,000 per quarter.
1640 School Street, Suite 103 F
Moraga, CA 94556
California
Generative Family Office LLC
2024 - Present (2 years)
JPMorgan Private Wealth Advisors LLC
2023 - 2024 (1 year)
First Republic Investment Management, Inc.
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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