The Work

Strategic counsel for families navigating significant wealth,
succession, and consequential decisions.

Foggy rural scene with a dirt path and green trees on the right side of the image.
Significant wealth creates decisions that reach across investments, estate structures, businesses, property, taxes, family relationships, and generations.

Gen² Advisors brings those pieces into a single view.

We help families understand the full picture, identify the decisions that matter most, coordinate the right people, and move important decisions forward.
‍
‍
‍

How We Work

We intentionally keep our work focused, and we're currently open to conversations with a small number of new families.

The work spans the family's investments, estate structure, businesses, real estate, taxes, advisors,
and family responsibilities.  Our role changes with the family.

‍
Our work includes:
Investment Management

Portfolio strategy, manager selection, risk oversight, liquidity planning, and ongoing investment coordination.

Capital & Balance Sheet Strategy

Investments, cash flow, real estate, business interests, tax considerations, and future transfers considered across the full family balance sheet.

Family & Succession

Preparing the next generation, defining roles and responsibilities, structuring family conversations, and building continuity over time.

Estate & Advisor Coordination

Coordination with attorneys, CPAs, trustees, insurance professionals, and other advisors to keep decisions aligned across disciplines.

Major Decisions

Counsel around business transitions, inheritances, estate changes, liquidity events, significant purchases, and evolving family responsibilities.

Our Fees

Advisory Relationship

Ongoing advisory relationships include investment management and the broader advisory work described above.

Advisory fees are based on assets under management, with a $65,000 minimum annual fee. New advisory relationships begin at $10 million in investable assets.

Strategic Engagement

For families facing a significant transition or a period of concentrated decision-making.

Depending on the decision, the work may include reviewing existing structures, making recommendations, and working directly with the family's attorneys, CPAs, trustees, and other advisors.

Fees are based on scope and complexity. Strategic engagements begin at $65,000.

Maitland, Florida
Contact →
The Fifth Drawer
‍
Essays by Maggie Bilby on wealth, family, inheritance, responsibility, and the life surrounding money. Read The Fifth Drawer →