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We work with your existing team
GenBridge Partners plays an important role in your financial transition, but so do other professionals. Your money managers will continue to manage your investments, and your estate attorney will continue with your estate planning and establishing your trusts. We work alongside these professionals' providing expertise in financial transitions.
Team Approach
GenBridge Partners is comprised of Accredited Financial Transitionists trained in supporting families transition financial leadership from generation to generation.
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