In our experience, the most compelling wealth management ideas never exist in a single person, place, company or country but in many—and change over time.
GenSpring's focus is to continually identify the preeminent thinkers and to integrate their ideas and practices into the overall management and governance of our client families' wealth.
GenSpring Featured at the Institute for Private Investor’s Spring Forum in New York, on May 26-27, 2010
Mel Lagomasino, CEO, Andrew Mehalko, chief investment officer, and John Devine, president of the Washington DC Family Office, led a program on Capital Sufficiency: How Do I Know I Have Enough?
GenSpring featured at IPI’s Private Wealth Management Program at Wharton in Philadelphia, PA, on August 16-20
David Bokman, chief wealth advisory officer and Jill Shipley, director of next generation education, hosted an educational session on Breaking the Silence—the ins and outs of communicating estate planning intention to heirs.
GenSpring to be featured on the agenda at the Family Firm Institute’s Annual Conference in Chicago, on October 13-16, 2010
- Kirby Rosplock, PhD, director of research & development, will co-host a session, Governance Practices and Entrepreneurial Orientation: Findings from an international study exploring the relationship between the family business and the family office. In addition, she will participate in a panel discussion entitled, A League of their Own: Three women’s views of governance, leadership and sustaining the family enterprise.
- Jill Shipley, director of next generation education, will co-host a session, A Major Shift: Why a family business major makes sense in today’s world.