Generations Family and Fiduciary Services is an independent, fee only, investment advisory and consulting firm based in Chicago, Illinois, yet our clients extend across the United States, including Michigan.
For those with financial needs that expand beyond their own:
- Time limitations
- Expertise
- Inclination level
Who value:
- True independence
- Quality ongoing advice
- A disciplined and collaborative process
We provide:
- Guidance on navigation of today's complex global financial environment
- Oversight on long term maximization of your financial resources
- Client advocacy and a fiduciary level of care
Unlike:
- Investment or commercial banks
- Broker dealers
- Money managers
Genfi:
- Takes time to listen and understand our clients unique goals
- Has ZERO conflicts of interest
- Sells no products
