Thinking

We strive to simplify your complex financial life

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 around family wealth and to integrate their ideas and practices into the overall management and governance of our client’s financial lives.


New & Noteworthy
    GenSpring Family Offices
    March 29, 2017

    The expression “an elephant in the room” has been around for decades – if not longer. Readily recognized to mean an uncomfortable situation not talked about but clearly known to all.  When elephants make unwanted appearances – at dinners, parties, meetings — people get uncomfortable and begin to shut down. Overtime, these actions may cause family relationships to erode. A family whose home is full of unwanted “elephants” can begin to turn things around. Become informed, open communication, know the key players and embrace the process.

    Trusts & Estates
    August 2016

    Trusts & Estates magazine asked GenSpring’s Pat Soldano and Lauren Benenati to share thoughts on the millennial generation and how their needs will influence the future of family offices.

    Trusts & Estates
    January 2017

    Published in January 2017, Pat Soldano and Chris Walters were asked to share their insights on transformational changes facing the family office industry.