Generative Family Office LLC

Generative Family Office provides tailored family office consulting to ultra‑high‑net‑worth and high‑net‑worth families, as well as related trusts, estates, business entities and charitable vehicles. Services focus on comprehensive wealth planning and coordination — including consolidated reporting, cash flow and capital sufficiency analysis, tax/trust coordination, philanthropy, real estate oversight, and family governance and education.

Rather than acting as a direct portfolio manager for individual accounts or charging percentage‑of‑assets fees, the firm structures engagements around an initial assessment and ongoing retainer arrangements and may offer hourly or project work for standalone services. Investment work is delivered primarily through due diligence, selection, oversight and coordination of third‑party investment managers and custodians, with guidance on asset allocation, benchmarks and manager selection rather than discretionary trading.

The firm emphasizes multi‑generational coordination and family engagement, including life‑planning coaching using the Kinder Institute EVOKE methodology and operational supports such as secure document repositories and project management for family meetings. It does not accept custody or discretionary authority and focuses on wealthy family clients rather than individual non‑HNW retail investors, features that distinguish its advisory model from many independent advisers that combine direct portfolio management with AUM‑based billing.