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.

  • After their own liquidity event, the Perry family along with charter families, founded AMA in Palm Beach, FL with an equal focus on growing both financial capital and human capital
  • Genspring 1991
    AMA moves to Jupiter, FL location
  • Genspring 2001
    SunTrust Banks becomes majority shareholder and invests considerably to grow the family office unit
  • Innovation & Learning Center is established to focus on creating opportunities for families to grow their intellectual capital
  • Genspring 2007
    Name change to GenSpring. “Gen” implies our focus on multiple generations of families while “Spring” elicits the notion of a season of new growth and development
  • Genspring 2010
    Named Multi-Family Office Team of the Year by Society of Trust and Estate Practitioners (STEP)
  • Genspring 2011
    Formally established Women & Wealth Initiative; named Top 10 Global Family Office by Bloomberg
  • Genspring 2012
    Named Multi-Family Office of the Year by Private Asset Management (PAM)
  • Genspring 2013
    #3 on Forbes’ Top 50 Wealth Managers; Named Best Specialty Family Office Services Provider by Family Office Review
  • Genspring 2018
    GenSpring Family Office Services team shortlisted for Family Wealth Report awards North American Private Bank Family Office Services category
  • Genspring 2019
    30 year anniversary of founding; focused on growing all three forms of capital – financial, human and intellectual