GenTrust
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Tailored wealth strategies
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GenTrust — Tailored wealth strategies. Founded in 2010, their team specializes in Wealth Management, Investment Management, Family Office Services, Tax Advisory. They serve Multi-Generational Wealth, Philanthropy, Alternative Investments clients, with clients in FL, NY, CA. Fees are structured on a 0.75% AUM basis.
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Pricing
0.75% AUM