Maggie Bilby is the founder and CEO of Gen² Advisors, a private advisory firm serving families with significant wealth.

Her work focuses on decisions where capital, family, estate structure, succession, and the next generation come together. Those decisions rarely belong to one professional or fit neatly within one discipline.

Seeing the whole picture

‍Families with significant wealth typically have good counsel. They may have an investment manager, CPA, estate attorney, business advisors, trustees, and insurance professionals, each doing good work.

The more difficult question is: How does all of that advice fit together?

‍Maggie's role is to see across it. She helps families identify the decision that actually needs to be made, understand the tradeoffs around it, coordinate the right people, and consider not only whether a strategy works technically, but whether it makes sense for the family that will have to live inside it.

That can mean evaluating how capital should be deployed. Preparing for an inheritance. Working through the transfer of a family business or property. Helping parents decide how and when to bring adult children into conversations about wealth. Stress-testing an estate structure against the realities of the family. Or recognizing when several individually reasonable recommendations do not add up to a coherent whole.

The work changes from family to family. The underlying responsibility does not: see clearly, say what needs to be said, and help the family make a decision that can hold up over time.

Experience

Before founding Gen² Advisors, Maggie spent more than two decades in wealth management advising families through major financial decisions.
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Over the course of her career, she advised on more than $1 billion in family wealth.

That experience also made clear that excellent investment management, while essential, does not address every decision wealth creates.‍

Writing

She writes about what money changes, and what it doesn't change. Inheritance and responsibility. Parents and children. Control and independence. The intentions of one generation and the lives of the next.

Her essay series, The Fifth Drawer, explores the human side of wealth and the conversations traditional financial advice often leaves out.

Background
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Maggie is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her B.A. from Emory University and her M.B.A. from the University of Florida.

She lives in Maitland, Florida with her husband and their two daughters.