Olivar & Greb Capital Management
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Trust & Estate Planning

Generational Planning Services

Family succession requires finding a delicate balance between investment returns, family values, and many more factors. Our team spends time with all family members involved to determine a quality succession plan. For the individual with family or significant assets in more than one jurisdiction, the process can get even more complex. 

Our experienced professionals are committed to understanding your unique situation and specific needs. We'll assist you with oversight of your family's entire financial picture, ensuring complete alignment of your current and long-term wealth objectives. As a client, you'll have access to the innovative and sophisticated solutions required to manage and simplify your family's complex personal and financial affairs.

Most importantly, our services assists the next generation. Our team uses its expertise in financial, and family matters to provide family wealth education and to support integrated wealth management strategies for all family members. Their goal is to preserve and enhance the generational transfer of wealth to help ensure that your legacy will continue to have a positive impact on future generations.

Reach out to our team of professionals for a face to face meeting, where we'll start the important process of planning out the transfer of wealth to your next generation of family. 

Talk to us directly:​

Follow us: 

Shanghai, China: +86.135.6408.9574
Boston, USA: +1.508.598.7590
client.services@olivar-greb.com
上海市静安区陕西北路835弄28号
No. 835 North Shan Xi Road , Suite 28, Jing'An District, Shanghai ​
Olivar & Greb Capital Management, LLC
US Registered Advisory CRD#: 285905
​
16192 Coastal Highway, Lewes, Delaware 19958, County of Sussex
Framingham, Massachusetts, 01701, United States of America
上海市静安区835陕西北路28号
​
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  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • Meet The Team
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
    • FINANCIAL PLANNING CLIENT PORTAL
  • Contact Us
  • Community
    • Volunteer & Non Profit
    • The Value Investor's Library
  • Careers