GenTrust LLC

Overview

GenTrust LLC is a multi-family office and investment advisory firm headquartered in Miami, Florida. The firm specializes in providing sophisticated investment solutions to ultra-high-net-worth individuals, families, and institutions, focusing on safeguarding and growing clients' wealth over time. GenTrust offers a comprehensive suite of services, including financial planning, portfolio management, and selection of other advisors, aiming to be trusted partners in achieving long-term financial objectives. The firm's investment strategy is characterized by a dual structure that combines an experienced team of financial advisors with an in-house investment team. This approach allows GenTrust to offer holistic, efficient, and differentiated solutions tailored to each client's unique circumstances and goals. The firm emphasizes independent advice across various asset classes, risk management, and wealth planning, ensuring alignment with clients' best interests. With a team boasting 150 years of combined institutional investment experience, GenTrust upholds the fiduciary standard, prioritizing clients' best interests in all aspects of wealth and asset management. The firm has a track record of managing assets across multiple asset classes, including private equity, real estate, hedge funds, venture capital, fixed income, commodities, crypto, distressed and special situations, and ESG and impact investing. GenTrust's investment philosophy centers on delivering customized solutions that address the specific needs of each client, leveraging both in-house expertise and external partnerships to achieve optimal outcomes. Founded in 2011, GenTrust has expanded its presence with offices in New York and Puerto Rico, serving a diverse clientele that includes high-net-worth individuals, corporations, and other entities. The firm's commitment to excellence and client-centric approach has established it as a reputable entity in the investment advisory sector, dedicated to fostering long-term relationships and delivering value-driven results.

Investment Focus

• High-net-worth individuals
• Families
• Institutions
• Corporations
• Other entities

Portfolio Companies