Brandon Davis's Contact Details

Brandon Davis's Company Details

GENRICH Family Office

Anaheim, California, United States • 11 - 50 Employees
Financial Services

GENRICH provides ultra-high net worth families with a platform to oversee all of their holdings, and progress the family's wealth and legacy on an inter-generational basis. Our team engages a wide range of experience and expertise in healthy collaboration to ensure that families meet their goals. We deliver effectiveness in our work with leadership, vigilance, and transparency.GENRICH is a Multi-­Family Office (MFO) that provides an infrastructure that normally would cost a family a minimum of $1-$2 million per year to maintain by itself as a Single Family Office (SFO). As of June 2019, GENRICH now advises on approximately $4 billion, working with 23 families from all over the world.What makes GENRICH different is that we focus our management talents on illiquid investment assets such as closely-held businesses, direct private equity investments, real estate, entertainment, intellectual property, and other non-securities assets. We also conduct investment banking due diligence when managing illiquid assets, or selecting and overseeing the managers of liquid assets (marketable securities).GENRICH uses a multi-disciplinary approach to aid families with:• Providing comprehensive administrative infrastructure (data aggregation, bill pay, and accounting)• Effecting strategic tax, succession, and estate planning• Managing illiquid assets and investments• Overseeing effective management of liquid assets• Cultivating continuity and governance of family values, culture, and legacy• Implementing safety and security measures• Developing advantageous gifting strategies and supervising philanthropic projects• Coordinating lifestyle and concierge services