True wealth is not only measured in monetary terms but in the sustainable legacy we leave behind.
5Gens: Preserving Prosperity for 5 Future Generations
5Gens was established to help families and properly transfer assets to, at least, members of their 5th generation. Most wealthy families have issues securing their wealth past the 3rd generation.
Our goal is to form a strong, long-lasting, collaborative partnership. By long-lasting, we specifically mean 5 Generations. Everything we do is focused on providing confidential financial advising and investment management to individuals, trustees, and families.
what we do
We add long-term value to families seeking to pass on their wealth for at least 5 generations by providing
options that will satisfy their wealth management, planning, and particular needs.
We add value by providing:
Portfolio Multi-Asset
Management
Advisory services, not legal, for
making sure wealth reaches the
5th generation at least
Optional & Sustainable investment options, including our own Fund
The Irish proverb, “clogs to clogs in three generations” is a global
phenomenon that appears in every culture.
Beliefs & Values
Cherish the future
together as a family
Envision
the future
Invest
Sustainably
LEARN FROM PAST GENERATIONS
It takes only 3 generations to destroy a family’s wealth. “Shirtsleeves to shirtsleeves in three generations” is a common adage to describe this misfotune.