“When money realizes that it is in good hands, it wants to stay and multiply in those hands”.
5Gens was established to help families in Latin America and Europe safely 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. Being a true fiduciary, all we do, we do for our clients, and this includes accepting and welcoming performance-based fees.
Investment advice is provided, with the advisor making the final decision on investment selection. 5Gens does not act as a custodian of client assets. The client always maintains control of their assets. 5Gens manages assets on a discretionary basis. No assets are managed on a non-discretionary basis.
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
Beliefs & Values
CHERISH THE FUTURE TOGETHER AS A FAMILY
We work with families that want to pass along their wealth to at least the 5th Generation. We specialize in governance and investment strategies to make sure this happens. Beyond wealth management, we focus on harmony, and ideally unity, between family members and particularly, between generations.
ENVISION THE FUTURE
In the long term there will be changes. We have to foresee them and do investments with a minimum horizon of 5 years each. We do not do day-trading or react to every single daily event. We follow an investment methodology based on trends and buckets and do monthly decisions on investments through our Investment Committee.
INVEST SUSTAINABLY
Our clients' expectations have changed. Beyond the pursuit of returns, there is now also a desire to invest in a way that is useful to the economy and society. We offer investment strategies that address sustainability challenges while pursuing long-term financial performance.
