Genera Capital

Overview

Genera Capital (Pty) Ltd trades as Genera Capital, a privately owned and independent investment management and asset consultancy business. It is an authorised South African Financial Service Provider with FSP number 47851.¹²

The firm describes itself as a global multi-family office for high-net-worth families seeking advice on inter-generational wealth and legacy. Its services include holistic wealth management, investment management, asset consultancy, tax-compliant structure coordination, and estate planning.³⁴

History

Genera Capital says its story began in 2016, when it was established as an independent multi-family investment office.³

Leadership

Raymond Goss is Chief Executive Officer and Investment Specialist. He established Genera Capital in 2016 after serving as Head of Wealth Management for Investec Wealth & Investment South Africa.⁵

Tristin Retzlaff is Chief Investment Officer, with experience at McKinsey & Company, Standard Bank, Investec, and Stenham Asset Management. Stuart Milroy, Steyn Krouse, Jonathan Levi, Erentia Tromp, and Kathryn Robinson are Investment Specialists. Tori Milasinovich is an Associate Investment Specialist, and Tracy Thompson is Administrative Manager.⁵

Services

Genera Capital constructs bespoke global risk-balanced multi-asset and specialist portfolios across private and listed capital markets. The firm also works with leading global tax and fiduciary providers to address multi-jurisdictional planning requirements.⁴

Its investment offering includes the Genera Capital Multi-Asset Prime Fund, which invests across South African and offshore equities, bonds, cash, commodities, and listed property markets.⁶

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Risk and insurance
• Cross-border planning

Client focus

Genera Capital states that it serves select high-net-worth families, family offices, and charitable foundations. The firm reports that it limits the number of families it partners with and treats confidentiality as a core responsibility.³⁴

Approach

The firm says its approach emphasises capital preservation, steady compounding, risk management, independence, alignment, proactive engagement, and transparent reporting.³

Assets and minimums

The Genera Capital Multi-Asset Prime Fund identifies Genera Capital (Pty) Ltd as investment manager. The fund reports a size of R987,918,387 as of 31 August 2026 and lists a minimum initial investment of R1,000,000. Its stated objective is long-term real capital growth while preserving capital over short and intermediate periods.⁶

FAQs

Related resources

• LocationMultifamily offices in South Africa

  This page helps South African families compare how multifamily offices structure investment management, tax planning, estate planning, and fiduciary support. It gives context for assessing which services may fit a high-net-worth family, business owner, or charitable foundation seeking advice in the region.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com provides background on international trusts, cross-border asset planning, and related structures. These guides can help a South African family prepare questions about tax, estate arrangements, fiduciary duties, and assets held across jurisdictions.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to understand governance, investment oversight, succession, and family decision-making before considering support from an independent multi-family office.

• GuideQuestions to ask a multifamily office

  This question guide gives prospective clients a practical way to assess a multifamily office. Questions can cover investment management, tax and estate planning, trust administration, insurance, cross-border matters, fees, reporting, and how advice is coordinated for family or foundation needs.

• Similar firmsCantilever Family (Pty) Ltd
  Private Client Holdings

  Cantilever Family (Pty) Ltd and Private Client Holdings provide nearby comparison points on this site. Reviewing their profiles alongside Genera Capital can help a South African family or business owner compare stated service areas, client focus, and approaches to investment, fiduciary, estate, and cross-border planning.

Sources

1. Genera Capital PAIA Manual
2. Genera Capital Website Disclaimer
3. Genera Capital Our Story
4. Genera Capital
5. Genera Capital Our Team
6. Genera Capital Multi-Asset Prime Fund factsheet

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.