Wealth Management
How Affluent Families Preserve Wealth Across Generations
For many affluent families, building wealth is only part of the challenge. Preserving it across generations is often far more difficult.
Nov 7, 20267 min read10
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About Jori
I am the founder and Chief Executive Officer of Guzhuna Financial Group, an independent fiduciary private wealth management firm based in New York. I advise entrepreneurs, executives, and families whose financial lives are too complex to be managed one account at a time. I lead the firm's planning and investment work, drawing on expertise in institutional portfolio management and real estate. We use a bottom up approach focusing on wealth structure, addressing risk and asset protection first, tax exposure, and only then focusing on the investment portfolio. Guzhuna operates as an outsourced family office, so investments, insurance, retirement plans, and financing answer to one design rather than fragmented across multiple professionals and firms.
- Jori Guzhuna
- Founder & CEO
- Location
- New York, NY
- Website
- guzhunafinancial.com
Jori's Articles
Wealth Management
Cryptocurrency and the Fragility of Digital Wealth
For much of the past decade, cryptocurrency has occupied a unique position within global finance, yet beneath the headlines, price surges and social media enthusiasm lies a more important discussion, one that sophisticated investors increasingly cannot afford to ignore: structural risk.
Nov 7, 20266 min read60
Multi-Generational Wealth Planning
The hidden traps of Offshore Wealth Structures
Business owners are discovering that offshore structures introduce significant political, banking and regulatory risk that is often ignored by offshore promoters.
Nov 6, 20265 min read30
Multi-Generational Wealth Planning
Wealth Management
Wealth Management
The Rise of Luxury Assets in Private Wealth Strategies
For many ultra-high-net-worth families, wealth management today extends beyond traditional allocations to equities, fixed income and private markets. Increasingly, investors are seeking tangible assets that combine personal enjoyment with long-term strategic value.
Nov 6, 20266 min read20
Wealth Management
Luxury Assets
Showing 4 of 4 articles
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