Services & Fees
Strategic counsel for families managing significant
wealth, succession, and complexity.
Gen² Advisors works with families whose wealth has become too complex for disconnected advice.
We advise across investment management, capital strategy, estate coordination, succession planning, family governance, and the decisions that shape generational strength.
The work is built around the full picture: assets, entities, tax exposure, liquidity needs, advisor relationships, family roles, and long-term intent.
Performance matters. Structure matters. Judgment matters.
How We Work
Gen² Advisors works with a limited number of families by design.
Every engagement is shaped around the family’s balance sheet, decision structure, advisor ecosystem, and next-generation responsibilities.
Our work includes:
Portfolio strategy, manager selection, risk oversight, liquidity planning, and ongoing investment coordination.
A broader view of how investments, income needs, taxes, real estate, business interests, and future transfers fit together.
Succession & Family Governance
Support for preparing the next generation, structuring family conversations, clarifying decision rights, and building continuity.
Estate & Advisor Coordination
Collaboration with attorneys, CPAs, insurance professionals, and outside advisors so recommendations are evaluated through one strategic lens.
Strategic Decision Support
A disciplined process for families facing business exits, inheritance decisions, estate redesign, liquidity events, or changing family roles.
Our Philosophy
Wealth decisions become more consequential as the balance sheet grows.
Strong advisory work requires investment discipline, estate awareness, tax coordination, family fluency, and the judgment to know which decision matters next.
Gen² Advisors was built for families who want their capital managed with rigor and their larger decisions held with care.
Our Fees
Advisory Relationship
Ongoing advisory relationships include investment oversight, capital strategy, estate and tax coordination, succession planning, advisor collaboration, and a direct advisory relationship with Maggie Bilby, supported by a deliberately limited client roster.
Our advisory fee is based on assets under management:
0.85% on assets under management from $1 million to $5 million
0.75% on assets under management from $5 million to $10 million
0.65% on assets under management above $10 million
Gen² Advisors generally works with families with $10 million or more in investable assets. Select relationships below that level may be considered based on complexity, referral source, and fit.
Legacy Strategy Engagement
Flat Fee
A strategic engagement for families at a transition point: sale, inheritance, succession, estate redesign, or advisor realignment.
This includes a full review of existing structures, a written strategic roadmap, and coordination with attorneys, CPAs, and other key advisors.
$25,000–$80,000 based on complexity and scope
Our Process
For families who want a disciplined way to make consequential decisions.
Step 1: Initial Conversation
A private conversation to understand what is changing, what feels unresolved, and whether Gen² is the right fit.
Step 2: full picture review
We review the documents, accounts, entities, advisors, family dynamics, and decisions currently in motion.
Step 3: Strategic roadmap
You receive a tailored strategy that organizes the moving parts and identifies the decisions that matter most.
Step 4: Ongoing advisory relationship
For families who continue, Gen² becomes the long-term advisory center: coordinating investments, planning, advisors, and family decision-making over time.
.png)
