Company Information

Get to know Genus Family Office

Genus Family Office is a multi-family office that functions as a private wealth management advisory firm. Based in Miami, its mission is to coordinate and manage the entirety of its client-families' financial lives by offering a comprehensive suite of customized services. These services include investment advisory, financial and estate planning, administrative support, and family governance. The firm aims to preserve and grow family wealth across generations by acting as a central point of contact for all financial, legal, and tax matters, ensuring a holistic and integrated strategy.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Genus Family Office

Lithuania

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.