Wealth Management Services
Finance & Consulting
A comprehensive wealth management strategy, aligned with individual and family circumstances, intelligently managed by the world’s preeminent financial and legal minds is an essential requirement of the global elite. In his current role as Senior Counselor at Linden Global Strategies (LGS), Gene affords some of the world’s wealthiest individuals and families access to wealth management services strategically customized for each client. Client portfolios are constructed according to individual objectives, tax implications, lifestyle, liquidity needs, risk tolerance, philanthropic goals, geographic location, and multi-generational planning. A fully international approach draws on extraordinary access to leading industry experts across the globe in areas such as finance, government, economics, and the arts.
Every wealth management strategy must be built upon a foundation of trust, confidentiality, and discretion. LGS operates with a transparent no-conflicts model and as such, the needs of the client alone are the driving force behind all investment decisions. The most telling factor when considering whom to entrust your financial portfolio with is the loyalty and faith continually entrusted to Linden Global Strategies by their long-term clientele.