Governance & Disclosures
Transparency, compliance, and how we operate.
What Generational Capital Group Is
The GCG Wealth System™ is an educational and structural framework.
GCG does not provide legal, tax, or investment advice unless engaged in writing.
Generational Capital Group is a generational wealth coordination platform. We provide education, structure, and
professional coordination to help families build wealth that endures across generations.
We are not:
- An investment advisor or broker-dealer
- An insurance agency
- A law firm
- A tax preparation service
We coordinate professionals. We do not replace them.
No Investment Advice or Management
Generational Capital Group does not provide investment advice, manage investment portfolios, or sell
investment products. Any investment decisions you make are your own or should be made in consultation with
a licensed investment advisor.
If investment management is needed, we can coordinate with your existing financial advisor or help you find
one.
No Legal or Tax Advice
Generational Capital Group does not provide legal advice or tax preparation services. Any legal documents,
trusts, or estate planning should be prepared by a licensed attorney. Any tax preparation or filing should be
completed by a licensed CPA or tax professional.
We coordinate with your attorney and CPA to ensure your overall strategy is aligned. If you need these services,
we can help you find qualified professionals.
How We Work with Professionals
Generational Capital Group coordinates the professionals you need to execute your wealth strategy. This may include:
- CPAs for tax strategy and accounting
- Attorneys for trusts, estate planning, and legal documents
- Certified Financial Planners (CFPs) for estate planning and wealth conversations
- Insurance specialists for risk mitigation and wealth transfer
You are always free to choose your own professionals. We simply ensure they work together toward one unified
strategy.
Privacy and Data Security
We take your privacy seriously. Any personal or financial information you provide is used solely to deliver the
services you request. We do not sell, share, or distribute your information to third parties except as required to
coordinate with your chosen professionals.
For detailed information, please review our Privacy Policy.
Subscription Terms (Build Stage)
The Build stage is delivered through a monthly subscription to the GCG Wealth System™ app. You can cancel your subscription at any time. Upon cancellation, you will retain access until the end of your current billing period.
No long-term contracts. No cancellation fees.
Custom Engagement Terms (Leverage Stage)
The Leverage stage involves custom engagements with defined scope, deliverables, and pricing. Terms are
established in writing before any engagement begins. You are under no obligation to proceed until you agree to
the terms.