WHO WE SERVE

GREAT RELATIONSHIPS TAKE TRUST, UNDERSTANDING AND TIME.
THESE ARE THE VALUES THAT BUILT GENESIS ONE CLIENT AT A TIME, AND THEY REMAIN OUR FOCUS TODAY.

Genesis serves clients throughout the United States with diverse backgrounds and interests. Our clients include CEOs, executives, entrepreneurs, medical professionals, veterans, wealthy families in pre- and post-retirement. We work with multiple generations within families and are able to serve as an advocate for all family members.

We feel privileged to work with our clients as they do impressive work, serve our country, raise successful families and build leading businesses, all while making a difference in the world. We take personal satisfaction in helping our clients succeed.

Our platform also includes customized services for institutional clients – foundations, endowments, and other not-for-profits.

We understand that every client is unique. It would be our privilege to serve you and your family – today and for the rest of your life.