Around the world, families trust GenSpring's family offices to oversee or manage important aspects of their financial lives ... helping them answer the questions about managing their wealth that keep them awake at night. We call these "Keeps Me Awake At Night" questions, or "KMAANs." Request a deck of KMAAN Cards

GenSpring is a very different kind of wealth management firm.

  • Exclusively serves wealthy individuals and families
  • Open to using any professional, product, service, or solution anywhere, and has no financial incentive to use one over another
  • Only goal is to find and integrate the optimal combination of advice and solutions, wherever they may be, for each client's situation
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Family Business and Its Future: A Plan for Ownership Succession Training

Stephen G. Salley, senior partner, Family Business Center and Fiduciary Services at GenSpring, explores the importance of both ownership succession and management succession in a family business. If a family enterprise is to succeed through multiple generations, the same amount of energy must be devoted to one as to the other.

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Upcoming Events

  • Jill Shipley, GenSpring director of next generation education, will be hosting dinner and discussions in Orlando, FL September 21st and Tampa, FL September 22nd
  • Mel Lagomasino, GenSpring CEO, will host a women’s lunch in Charlotte, NC on October 27th
  • Quarterly Interactive Investment Update for clients on October 28th

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