Generative Family Office LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Generative Family Office advises ultra‑high‑net‑worth and high‑net‑worth individuals, couples, and multi‑generational families, as well as related trusts, estates, business and charitable entities. Its services emphasize comprehensive family office consulting—including balance sheet and cash‑flow management, estate and tax coordination, real estate oversight, philanthropy, and coordination with clients’ legal, tax, accounting, and risk management advisors.
The firm does not directly manage client investment accounts; instead it provides investment oversight and guidance to external investment managers and third‑party advisers, offering input on asset allocation, manager selection, benchmark construction, and periodic performance review. Its investment guidance is rooted in long‑term, diversified portfolio principles (including modern portfolio theory and passive, asset‑class exposures) and is paired with life‑planning and family governance work to align financial strategies with intergenerational goals.
What is noteworthy relative to peers is that the firm expressly forgoes direct portfolio management and percentage‑of‑AUM advisory fees, instead focusing on retainer or project engagements while overseeing third‑party managers (without custody or discretionary trading authority). The firm also places uncommon emphasis on non‑investment services—formal family governance facilitation, rising‑generation preparation, a structured life‑planning coaching methodology, bank advocacy, and operational coordination such as document management and capital‑call tracking.
Client services
Expertise
Fee options
Initial Family Office Assessment Fee: $10,000 to $75,000 one-time fixed fee.
Hourly rates range from $500 to $1,500 per hour depending on services requested.
Family Office Retainer Fees: recurring, individually customized retainer fees charged quarterly in advance; Wealth Management & Financial Planning Services Retainer Fee: quarterly flat fee from $1,500 to $15,000.
Minimum fee: Target minimum annual fee of $70,000 per client family for Family Office Consulting Services. Fee-only: Initial Family Office Assessment Fee: one-time fee ranging from $10,000 to $75,000, may be waived at discretion; Family Office Retainer Fees: recurring customized retainer fees discussed after initial assessment; Wealth Management & Financial Planning Services Retainer Fee: quarterly flat fee ranging from $1,500 to $15,000 per quarter; Hourly or project-based fees ranging from $500 to $1,500 per hour.
Main office
1640 School Street, Suite 103 F
Moraga CA 94556
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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