However you define it, we believe your wealth must have a positive impact on those who benefit from it.

Beginning with the intentional efforts of family leaders who are unwilling to leave the ultimate fate of their wealth to chance, we help families organize their shared values and passions into a collective vision that prepares members to be responsible stewards of the family legacy.

For those who believe successful wealth management must extend beyond their financial capital, GenSpring Family Office Services is here to guide them toward a confident life with wealth.

 

Sustaining and enhancing family wealth is possible.

However, research suggests families have less than a 1 in 3 chance of maintaining wealth through multiple generations. But why?

60%

breakdowns in family communications and trust

25%

unpreparedness of heirs

3%

financial planning and
tax errors

Surprising to some, poor investment performance is a fraction of the reason wealth transfers fail. In fact, 85% of the failures are contributed to poor family communication, lack of trust and unpreparedness of heirs.

Our focus is on empowering families to overcome these statistics.

What sets us apart?

Time

For 30 years GenSpring has been a pioneer in family wealth. Our work is built on the mindset that to be successful, wealth management must involve more than just managing money. We have extensive experience in helping families make decisions about shared assets and educating members on a multitude of topics related to both financial and emotional aspects of wealth.

Tools

However you define it, we think the financial capital should sit in service to the human and intellectual capital – it works for you and not the other way around. With that in mind, we strive to incorporate fun throughout the programs and processes we deliver, which are specifically designed to help families increase their likelihood of sustaining wealth over generations.

Talent

We feel a sense of responsibility for the future success of our clients and their families. Preparing members for both the opportunity and challenges associated with a life of wealth is something our team of professionals is passionate about.