ABOUT GENESIS ADVISORY

Genesis had its roots established in 2005 as a life insurance agency representing one of the world’s largest insurance companies. Building on our success in the life insurance industry, we founded our firm in 2010 as a global life insurance brokerage, providing unmatched life insurance solutions beyond what tied agencies can offer. Our family office services support mass affluent and high-net-worth individuals across protection, savings, and legacy planning — connecting you to licensed partners for investments, life insurance, and real asset opportunities. Additionally, Genesis also provides family office services for Indonesia’s high net-worth individuals and families with USD 1 million or more in assets.
Furthermore, we offer corporate advisory services to institutional clients seeking to raise funds from both domestic and international markets. Leveraging our extensive network of investors, we have expanded our services to support Indonesian businesses in obtaining financing from a variety of sources.

OUR HISTORY

2005

Life insurance agency :

Established as a life insurance agency, marking the beginning of our journey.

2010

Insurance brokerage services :

Pioneered the first global life insurance brokerage in Indonesia, specifically catering to affluent and high net worth individuals.

2017

Global investment division :

Expanded our capabilities by forming a dedicated global investment division team, enabling us to offer connect our clients to comprehensive wealth planning and structuring solutions through licensed partners.

2021

Corporate advisory :

Strengthened our service portfolio to include enhanced corporate advisory services, enabling institutions to raise funds from both domestic and international markets in partnership with licensed capital markets intermediaries.

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