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GENn Family Office, Calgary Canada – Why Choose Us?

http://www.gennfamilyoffice.com/about-5/why-choose-us

What is a Family Office? How We’re different. Means choosing a family office passionate about preparing subsequent generations to be knowledgeable and prudent stewards of their family wealth. Each family will have a Family Council to address soft issues such as family values, mission, communication, governance, philanthropy, legacy, etc. It will meet regularly and will provide instruction to the management of Gen. To execute strategies and processes based on the goals and values that solidify the family.

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GENn Family Office, Calgary Canada – Our Approach

http://www.gennfamilyoffice.com/about-5/our-approach

What is a Family Office? How We’re different. A fresh and focused approach. Family Office appears to mean many things. Commonly, it is an enterprise established to meet the investment, estate planning and, in some cases, the lifestyle and tax service needs of wealthy families. Gen. Is a family office with a difference. What sets us apart? Managing wealth with a new approach. Is the preparation of all generations to help them integrate vast wealth with a lifestyle governed by family values and purpose.

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GENn Family Office, Calgary Canada – Our Team

http://www.gennfamilyoffice.com/our-team

What is a Family Office? How We’re different. Our experienced team from multiple professions sets us apart. Considering the diversity of families as well as the range of issues that families face, our team at Gen. Provides unparalleled access to services for families to grow their wealth in a way that allows everyone to reach their goals and follow their values. Family Board Member and CEO. Web Design by Seven Ink Design.

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GENn Family Office, Calgary Canada – Aly Pain

http://www.gennfamilyoffice.com/our-team/aly-pain

What is a Family Office? How We’re different. Family Board Member Aly Pain has over 20 years experience as a facilitator and trainer, including over 10 years experience in the personal development field. She is an approved speaker for TEC Canada, a graduate of the Coaches Training Institute in the Co-Active Coaching Program (CPCC), and holds the Professional Certified Coach (PCC) designation from the International Coach Federation (ICF). Family Board Member and CEO. Web Design by Seven Ink Design.

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GENn Family Office, Calgary Canada – Dennis Nerland

http://www.gennfamilyoffice.com/our-team/dennis-nerland

What is a Family Office? How We’re different. Family Board Member Dennis Nerland has worked in the legal profession for 35 years, most recently cofounding Shea Nerland Calnan LLP in 1990. A premier business law firm, they are a leader in structuring, financing and negotiating transactions in the industrial oil and gas markets, high and bio-technical industries and the real estate and entertainment sectors. Within that practice, Dennis has focused exclusively on tax and estate planning.

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GENn Family Office, Calgary Canada – Articles

http://www.gennfamilyoffice.com/articles

What is a Family Office? How We’re different. Acquirers’ and Inheritors’ Dilemma:. Discovering Life Purpose and Building Personal Identity in the Presence of Wealth. By Dennis T. Jaffe and James A. Grubman. Secrets of Responsible Parenting. By Dennis T. Jaffe. Web Design by Seven Ink Design.

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GENn Family Office, Calgary Canada – How We’re Different

http://www.gennfamilyoffice.com/what-is-a-family-office/how-were-different

What is a Family Office? How We’re different. How We’re Different. Is a family office that will enhance many aspects of life with access to recognized experts from multiple professions. Through the collaborative efforts and holistic approach of our professional experts, family relationships will be enhanced, wealth will be enhanced and even relationships with existing advisors will be enhanced. Web Design by Seven Ink Design.

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GENn Family Office, Calgary Canada – Kevin Algar

http://www.gennfamilyoffice.com/our-team/kevin-algar

What is a Family Office? How We’re different. Family Board Member and CEO Kevin Algar, BA (Hons), JD, CIMA. TEP is passionate about helping Canadian families prudently manage their wealth. He has been an instructor and speaker on taxation and retirement planning topics to groups including the Canadian Bar Association, the Canadian Institute of Chartered Accountants, The Canadian Tax Foundation and the (former) Canadian Association of Financial Planners. And taught in conjunction with The Wharton School, ...

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GENn Family Office, Calgary Canada – What is a Family Office?

http://www.gennfamilyoffice.com/what-is-a-family-office

What is a Family Office? How We’re different. What is a Family Office? A family office is an enterprise established to meet the investment, estate planning, tax service and, in some cases, the lifestyle needs of ultra-high net worth families. This type of structure oversees their wealth and interests with the purpose to manage, preserve, and increase net worth for both current and future generations. Web Design by Seven Ink Design.

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GENn Family Office, Calgary Canada – Our Services

http://www.gennfamilyoffice.com/services

What is a Family Office? How We’re different. Family continuity planning through education, leadership and governance. Family philanthropy with a clear mission, strategy and foundation. Integrated planning for investment, estate, tax and the financial future. Conducting regular and timely family risk assessments with balance sheet analysis, review of risk sharing, and insurance stewardship. Family business planning through business succession, ownership control and capital financing.