The Most Comprehensive Advice

GenSpring's advice is fundamentally different than that of traditional wealth managers. Over the last 20 years, we have developed the expertise and capabilities to provide integrated advice and services across all 8 areas of wealth management.

Most Importantly: Because we are compensated solely for integrated advice, our professionals are free to advise our clients toward only the underlying services/solutions that would benefit them.

Governance

• family meeting facilitation
• family mission statement development and execution
• family governance system development
• succession planning

Education

• financial educational programs
• family wealth mentoring
• trustee and beneficiary mentoring
• values education and mentoring

Philanthropy

• education on philanthropy
• next generation involvement
• shared values and giving interests identification
• philanthropic mission statement development
• foundation governance
• charitable structure evaluation
• strategic tax planning

Investments

• current portfolio review
• investment policy definition
• asset allocation strategy
• investment strategy
• manager selection and oversight
• ongoing portfolio review and reporting

Lifestyle

• creation and monitoring of financial plan
• liquidity planning and reporting
• assistance with acquisition of lifestyle assets

Estate

• review and illustration of estate plan
• creation and communication of wealth transfer objectives
• development and implementation of estate planning recommendations
• estate plan reviews and monitoring
• trustee services
• trust administration
• estate administration

Taxes

• federal, state and local income tax planning
• timely harvesting of gains and losses
• maximizing the benefits of philanthropy
• closely-held business tax and coordination of planning
• tax planning for trusts and estates
• coordination of financial data with tax preparers
• tax compliance
• bookkeeping

Risk management

• evaluation and acquisition of property and casualty insurance
• evaluation and acquisition of life insurance
• personal liability assessment