Questions, answered plainly
The questions families actually ask.
No jargon. If something here isn’t clear, that’s on us — request a System Overview and ask us directly.
What is Generational Capital Group, exactly?
GCG is an independent wealth-coordination institution. We take the professionals who already serve your family — your CPA, attorney, financial advisor, insurance professional, and any others — and align them around one plan. We bring the structure, the coordination, and the rhythm. Your professional team brings the licensed expertise.
So what am I actually paying for?
For the job no one at your table currently owns: holding your whole picture and keeping every part of it aligned. Clarity instead of scattered decisions, a structure your family can run, someone carrying the coordination so you don’t have to — and a way to measure that your family is genuinely moving forward.
Is GCG a financial advisor, an accounting firm, or a law firm?
No — and this matters. GCG is not an accounting, law, financial-advisory, or insurance firm, and is not affiliated with one. We do not provide legal, tax, or investment advice or services. Those come from your own independent licensed professionals. Our role is to coordinate them, never to replace them.
Do you sell financial products or earn commissions?
No. GCG earns nothing from products, commissions, or referrals. We have no financial reason to steer you anywhere — only to keep your plan aligned. Independence isn’t a policy here; it’s how we’re built.
Do I have to leave my current advisors?
Never — the opposite. GCG works with the advisors you already trust and makes them a coordinated team. If you don’t yet have a full set, we can help you see where the gaps are. The relationships stay yours.
What if I don’t have a team yet?
Then you may be exactly who GCG is built for. GCG helps you see which roles you’re missing, understand what each one does, and build the right team around your plan. You choose the professionals; we help you define the roles, evaluate fit, and coordinate the people you select.
How much does it cost?
The Readiness Assessment is free. The Opportunity Roadmap Session is $3,500, one-time — and if your family begins ongoing Coordination within 30 days of receiving your deliverables (by signing the agreement and paying the first month), that full amount is applied to that first month. Ongoing Coordination is scoped to what your situation requires, and its entry point is more accessible than most families assume.
Why isn’t your ongoing price listed as a single number?
Because no two families are the same. What coordination requires depends on how many advisors are involved, how many entities, and how many moving parts your plan has. We price what your situation actually needs — never a one-size number that’s wrong for almost everyone.
Who sees my information?
Only the people coordinating your plan, and only what’s needed to do it. The candor this work requires is held in confidence and stewarded with the same care we ask of your advisors.
How do you collect my information — is it a lot of work for me?
No. Your Family Architect gathers what’s needed with you, through a guided process and a simple checklist. Never a pile of forms dropped on your desk.
What information should I not submit through the website?
Please don’t send account numbers, Social Security numbers, or tax, estate, or financial documents through the website. If we work together, we’ll gather anything sensitive securely.
Does GCG recommend or endorse advisors?
No. We help you define the roles you need and evaluate fit, but you choose every professional. We never hand-pick, endorse, or earn anything from a referral.
