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GenTrust Wealth Management Overview

Type

Multi Family Office

General Information

GenTrust Wealth Management is a multi-family office headquartered in Miami. Founded in 2011 by former Wall Street investment professionals, the firm advises ultra-high-net-worth families on comprehensive investment management, estate planning, and bespoke asset allocation. Leveraging institutional-grade research and a fiduciary model, GenTrust structures diversified portfolios across public and private markets while coordinating tax, philanthropic, and generational planning to preserve and grow client wealth.

Contact Information

Website:
https://gentrustwm.com/

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Miami, FL, United States

Portfolio & Notable Allocations

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