Your GenSpring Service Team
Your Family Comes First
At GenSpring, we are your family office helping you sustain your wealth across generations. Your family's satisfaction is our singular focus and to accomplish this GenSpring delivers an extraordinary level of Family Service from each of its 11 Local Family Office locations.
The wealth management process is a collaborative one. You and your family can always count on the objective guidance and advice of a dedicated GenSpring team, assembled and led by the Senior Executive of your Local Family Office.
Three additional GenSpring Professionals combine to work as your dedicated Family Service Team. They are your:
- Family Wealth Advisor, who understands your particular family's needs and helps design and implement a customized Plan to meet those needs.
- Family Investment Officer, who manages your investment portfolio so your financial assets will grow according to your own unique Investment Policy.
- Family Services Coordinator who will make sure that every detail is tended to on time.
Since each GenSpring Local Family Office and individual team serves no more than 20 families (though most serve far less) you benefit from one of the best service ratios of advisors to clients in the industry. For example, meetings are scheduled to suit your needs - at any location you choose.
All of our Advisors, including each Local Family Office's Senior Executives, have unparalleled experience in the industry. Our Family Wealth Advisors have on average 16 years of experience. Many hold advanced degrees and are highly accomplished - including CPAs; JDs; LLMs; CFPs; and Trust Officers and MBA's. This team, your team, is always near at hand, to respond immediately to your inquiries and requests.
It's important to note that your GenSpring Family Service Team has no sales goals. They will never sell you a product. They are not commission-based in anyway. They are compensated by you and as such, work for you and for your family's satisfaction.
Depth of Resources
In addition, each GenSpring Local Family Office is supported by GenSpring's Resource Center, experts who specialize in investments, estate and tax planning, risk management and insurance, philanthropy, family governance, and customized reporting. These resources are available to you and are part of your family office team and spend the bulk of their time focused on advice and solutions for GenSpring families. It's a powerful, flexible team, providing you the highest levels of service and advice.
A team of experts will use our patent pending processes and technology, to create a customized values-based road map to your non-financial goals. This web-based technology can be used to create family and philanthropic mission statements, governance and mentoring plans.
In addition, the Resource Center includes experts in investing, including private equity, hedge funds and other innovative strategies and asset classes.
To get more perspective on how GenSpring takes a highly personal approach to providing families with dedicated family office solutions, please see our white paper entitled "Peace of Mind For Generations: The GenSpring Multi-Family Office Solution"