ABOUT US

After years of working with different banks, custodians, trustees, and others, we decided to create 5gens to independently provide the best advise to our clients.  We only work with families, and their related structures, willing to transfer wealth to at least their 5th generation.  This enables us to have a long term perspective on everything we do.  Needless to say, we do not do day trading or act immediately upon new events and circumstances.  Our investment horizon is 5 years as minimum in every trade we do.  We do monthly trades and balance our portfolio allocations every 6 to 12 months.