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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 grow wealth across generations to serving as “Chief Financial Officer” in overseeing your family’s wealth enterprise, our GenSpring Family Offices team of family wealth experts can deliver peace of mind 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.

25 Best Practices of Multi-Generational Families

Research suggests that the odds of sustaining wealth across generations are as low as 30%. But these 25 non-financial best practices may enhance your family’s ability to sustain wealth across generations.

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Essentials of Family Governance

GenSpring Managing Director of Governance and Education Daisy Medici and Director of Governance David Herritt provide an overview of family governance and describe how to create a system of governance that has proven successful for many multi-generational families of wealth.

Read Full Article >

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