Our Local Family Offices
As in any relationship, intimacy and communication are integral parts of building a solid foundation of trust from which to grow.
The wealth management process is a collaborative one. You and your family can always count on the objective guidance and advice of a dedicated team, assembled and led by the President of your Local Family Office (LFO). Next, a Family Wealth Advisor who understands your particular family's needs will design and implement a customized Plan to meet those needs. A dedicated Financial Advisor manages your investment portfolio so your financial assets will grow according to your own unique Investment Policy. The Family Services Coordinator will make sure that every detail is tended to on time.
This team, your team, is always near at hand, to respond immediately to your inquiries and requests.
In addition, each LFO is supported by GenSpring's Resource Center, experts who specialize in investments, estate planning, philanthropy, family dynamics, and personal services.
It's a powerful, flexible team, providing you the highest levels of service and advice.