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Stan Sung

Clarity + Control = Confidence

Stan Sung is a knowledgeable financial expert with over 20 years of experience in financial services, specializing in Ultra-High-Net-Worth individuals.

As the founder of GENRICH in 2008, Stan has transformed the company into a prominent Family Office operating partner.

Stan has a diverse background, serving as an interim CFO for businesses in manufacturing, distribution, and television media production sectors.

He is an alumni of the Thayer Leader Development Program at West Point and holds a degree in Electrical Engineering and Business Studies from the University of Southern California.

Stan is a sought-after speaker at family office conferences, sharing insights on a wide range of topics including trust establishment, multi-generational planning, family governance, tax reduction, asset protection, and real estate investing.

His expertise also extends to areas like operational excellence, asset allocation strategies, and planned giving benefits.

Highlights

Feb 4 · linkedin

#familyoffice

Mar 15 · linkedin

I am appreciative to have been invited back to and participate in the Marcus Evans: Private Wealth Management Summit Spring 2018. It is important to continuously grasp opportunities of growth, learning, and networking, in order to be successful and motivated. As a speaker on multiple events for Marcus Evans Summits in the previous years, I believe it is equally important to share knowledge and experience with those around you whenever the opportunity presents itself.

Stan Sung
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Location

Orange County, California, United States