Family Wealth

What keeps you awake at night?

Do you worry about considerable wealth being more of a curse than a gift to your heirs? Perhaps you’re unsure about the sustainability of your family business? Or maybe the ever increasing complexity of your financial affairs is becoming a full-time job?

From helping to sustain and manage wealth across generations to serving as “Chief Financial Officer” in overseeing your family’s wealth enterprise, our GenSpring team of family wealth experts can help to provide financial confidence to those facing even the most sophisticated challenges.

How we can help:

  • Full investment management, including asset allocation and discretionary investment selection
  • Quarterly investment updates and annual family meetings
  • Bill pay and expense management
  • Coordination of lenders and lines of credit
  • Trust administration
  • Education programs for family members
  • Consolidated financial reporting
  • Business succession planning
  • Family governance
  • Tax and estate planning 

Articles and resources that can help you on your journey.

Through collaboration with experts, internal research, and working with some of the world’s wealthiest families, GenSpring has identified 25 non-financial best practices that we believe enhance a family’s ability to sustain family wealth across generations.

 

Read Full Article >

With wealth comes financial security, but without financial literacy, finances can slip away. Providing opportunities for learning is a crucial component to helping families sustain their wealth across generations.

 

Read Full Article >

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