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Once the overall structure and fees are accepted by the Client, we do a 1 to 2 day planning session from where we expect to get an Investment Policy where the investment strategy and initial portfolio allocation is defined.  Additional issues, such as education and succession, are defined and planned then.  With those documents in hand, 5Gens starts servicing Clients, always with the long term goal of transferring and financially protecting family members all the way to the 5th generation as minimum.

We are continuously looking for deal sourcing and researching the market.  However, we only conduct trades once a month, as opposed to conducting daily trades.  During that one day of the month, depending on recent events and long term perspectives, we buy and sell securities (ie, equities, bonds, gold, etc.) for most portfolios.  We only manage conservative or moderately conservative portfolios.  While we manage investment portfolios under a fully-discretionary basis, we specifically allocate up to 5% for venture capital and private equity, but these investments are only done with the approval of the family counter-parts.

While we usually do not accept incoming calls anytime, quarterly reviews are held with clients to review portfolios and to discuss market changes or clients’ situation.  The client can ask the reasoning behind every movement conducted and the advisor will provide this in written, justifying the decisions at the time they were made.  In addition, 5Gens will send emails whenever it may consider convenient, either due to a significant event or inviting to a venture capital or private equity opportunity that has been properly analyzed.  We expect to personally meet our family counter-part at least once a year either at our offices or at the Client’s location.