The core activity of Genesis Investment Partners is wealth management for tech entrepreneurs and their families. They offer tailored solutions for wealth management, including traditional, digital, private and alternative investments. The company positions itself as an independent wealth manager and multi-family office, cultivating a partnership relationship with its clients and offering conflict-free solutions.
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Industry:External Asset Management
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Advice and discretionary wealth management, including cash management, portfolio monitoring, building banking infrastructure, and structured financing and mortgages.
Wealth & Succession Planning
Strategic wealth structuring with tax planning, global relocation support, and integration of digital assets and collectibles for long-term resilience.
Family Advisory
Family governance and strategy development, setting up investment committees, tailored education programmes, and coordination with legal, tax and real estate partners.
Holistic Wealth Strategy
Comprehensive structuring and monitoring of traditional, digital and private assets, including portfolio construction, risk management, and cost efficiency across the entire balance sheet.
Real Estate Advisory
End-to-end support for sourcing, structuring, financing and managing real estate investments in collaboration with external partners and specialists.
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