Generational Wealth Advisors
Generational Wealth Advisors is a multi-family office headquartered in Richardson, United States.
Generational Wealth Advisors
Generational Wealth Advisors is a multi-family office headquartered in Richardson, United States. Founded in 2004, the firm traces its capital to founder Brent Everett’s successful exit from CSCI, a manufacturer of natural-gas heat exchangers, and subsequent registered investment advisory practice. Serving U.S. business owners, executives and families, it provides integrated wealth management, planning and fiduciary investment guidance.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
—
Location
Region
North America
Country
—
City
Richardson
Corporate office
—
Frequently asked questions
What is Generational Wealth Advisors?
Generational Wealth Advisors is a multi family office headquartered in Richardson.
When was Generational Wealth Advisors founded?
Generational Wealth Advisors was founded in 2004.
Where is Generational Wealth Advisors headquartered?
Generational Wealth Advisors is headquartered in Richardson, in the North America region.
What does Altss track for Generational Wealth Advisors?
Altss maintains an OSINT-verified profile of Generational Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Generational Wealth Advisors's website?
Generational Wealth Advisors's public website is www.generational.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Generational Wealth Advisors?
Generational Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Generational Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Generational Wealth Advisors?
Generational Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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