SunTrust Private Wealth clients with $25MM+ in managed investments have access to the GenSpring client experience. In order to provide the sophisticated expertise needed to proactively advise relationship of this complexity, GenSpring professionals have our lowest client-to-advisor ratio.
In order to provide the level of service GenSpring clients deserve, our teams are singularly focused on relationships with $25MM+ and managing the associated complexities that come with significant wealth.
U-HNW investors are matched with highly credentialed professionals that have sophisticated expertise in identifying unique opportunities and investing for the long-term, across full market cycles, to support client goals.
For GenSpring, and the clients we serve, learning is a constant process. It comes from sharing stories, capturing best practices and exploring new ideas.
We have a long history of creating opportunities for members to engage in peer to peer learning events that are designed to both educate and entertain.
GenSpring’s dedicated team of governance and education specialists delivers a customized experience designed to enhance a family’s ability to sustain wealth for multiple generations.
Family governance, at its core, is essentially joint decision making.
Family members who are working together towards a common goal or are interested in passing wealth over multiple generations; it is especially important for families with shared assets.
Families that establish successful family governance and adhere to what they created often have profound rewards
Family Education provides clients the tools needed to help them encourage productive,
responsible, and passionate next generation wealth owners.
The programs are delivered in one-on-one or group settings for members starting
as young as age five and span well into adulthood.
A complete view provides transparency. Through consolidated portfolio reporting and analysis you have access to a complete view for all of your family, entity, and trust assets across investment managers and custodians.