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Generational Wealth Advisors Overview
Type
Multi Family Office
Year Founded
2004
General Information
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.
Contact Information
Website:
https://www.generational.com/
Year Founded:
2004
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Richardson, TX, United States
Portfolio & Notable Allocations
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