Timothy M. Tallach, JD, CPA
Tim Tallach leads GenSpring’s Wealth Advisory Center. In this role he is responsible for the firm-wide development and support of all non-investment deliverables offered to GenSpring client families. Tim has been with GenSpring since 2003 when he joined as a family wealth advisor in the Atlanta family office. In 2006, he assumed a leadership role in our Wealth Advisory Center where he provided direct technical support to our community of wealth advisors and assisted in the ongoing integration of GenSpring’s unique holistic approach to wealth management across all of the firm’s service offerings.
Tim brings almost 20 years’ experience to our client families having worked exclusively with ultra-high net worth individuals on tax, financial and estate planning matters. Prior to joining GenSpring, Tim worked as a tax professional with a global accounting firm as part of its Product Development and Family Wealth Planning Specialty Team. There he worked in the design, development and implementation of proprietary financial products and tax strategies for affluent private clients as well as managed multiple Forbes 400 and Fortune 1000 estate planning engagements.
Tim graduated magna cum laude from Centenary College (B.S. Accounting / Business) and earned his J.D. from University of Arkansas School of Law. He is a licensed attorney, Certified Public Accountant and has held several securities and life insurance related licenses and certifications.