Upcoming Events | Past Events

GenSpring will participate in this annual luncheon and panel discussion around Economic Development & Innovation: Bridging the Gender Gap for Socially Excluded Women. Women for Women International provides women survivors of war, civil strife and other conflicts with the tools and resources to move from crisis and poverty to stability and self-sufficiency, thereby promoting viable civil societies.

GenSpring will host an event with SunTrust Banks to discuss how to better prepare for the unknown circumstances that may await you and your family. GenSpring Director of Family Governance Daisy Medici and Chief Fiduciary Officer Steve Salley will lead this interactive discussion.

Director of Research & Development Kirby Rosplock will present study findings from the Sustaining the Family Enterprise research study, evaluating the roles that family governance and innovation play in the family business’s longevity.

GenSpring CEO Mel Lagomasino will participate in a panel discussion on the Evolution of the Wealth Management Industry.

GenSpring will participate in the Council of the Americas 42nd annual Washington Conference on the Americas at the U.S. Department of State. As in previous years, the conference will bring together senior members of the U.S. administration and distinguished leaders from across the Americas to focus on the major policy issues affecting the hemisphere. For the 42nd Washington Conference on the Americas, we anticipate an active focus on Latin America and Canada’s leadership role on questions of international finance and trade.

Chief Executive Officer Mel Lagomasino will lead a discussion around the changing role of women around the world and what savvy women need to be asking themselves to live informed and responsible lives with wealth.

David Bokman, GenSpring chief wealth advisory officer, and Jill Shipley, director of next generation education, will lead an educational session on "Breaking the Silence—Communicating Estate Planning Intentions to Heirs" at IPI’s annual educational private wealth management program.

GenSpring to once again sponsor this prestigious educational conference for the attorneys and other advisors who work with business-owning families.

This quarterly investment call, hosted by GenSpring Investment Advisory Center, is intended to keep GenSpring client families informed of GenSpring's position in relation to current market conditions. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Investment Advisory Center: The Investment Advisory Center defines GenSpring's investment philosophy and all investing activities, including research, asset allocation, investment strategy and manager due diligence and selection. In addition, the Investment Advisory Center supports GenSpring's Family Investment Officers in all investment oversight and management activities, including portfolio construction across all asset classes.

Director of Research & Development Kirby Rosplock will present as a featured speaker at this prestigious philanthropy-focused event for women.

GenSpring’s Director of Next Generation Education Jill Shipley will lead a discussion on next generation education: OMG! The Next Generation as Client: Confusion or Connection?

Each year, more and more of GenSpring's families vow to attend the three-day Family Symposium where presentations focus on all forms of capital — human, intellectual, and financial. A GenSpring Family Symposium agenda is packed with experts from around the globe who lead unique learning and networking opportunities on topics of interest to all family members and generations. The Symposium is also a great place to meet with the dedicated GenSpring experts who tirelessly search for the best investments and approaches to living happily and successfully with wealth. The Family Symposium is open exclusively to GenSpring clients.

GenSpring's Wealth Advisory Center hosts a call once a quarter to discuss non-financial aspects of wealth. The topics vary from tax and estate planning to family communication and conflict resolution. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Wealth Advisory Center: The Wealth Advisory Center serves as the hub for firm-wide development and support of all the non-investment deliverables offered to GenSpring client families. The Wealth Advisory Center uses its collective expertise and energy around estate planning, financial planning, income tax planning, insurance, family governance, fiduciary services, philanthropy and education to collaboratively coach and support GenSpring advisors in providing exceptional family office services.

GenSpring’s Miami family office President Julie Neitzel will participate in a panel discussion focusing on women with multi-million dollar practices discussing how they’ve achieved success.

GenSpring Chief Executive Officer Mel Lagomasino will participate in a panel discussion at the inaugural international forum, hosted by WomenCorporateDirectors. WomenCorporateDirectors (WCD) will launch the WCD Americas Institute– its first conference dedicated specifically to exploring trends, business opportunities, and challenges in this hemisphere, directed to a global boardroom audience. This first Americas Institute will focus on Latin America, featuring a slate of speakers and panelists with deep business, regulatory, and trade expertise in the region. WCD will also launch the WCD Americas Awards program at the institute, recognizing companies and business leaders who are making an impact in business practices and governance in the Americas.

GenSpring Director of Research & Development Kirby Rosplock to host a session to discuss research findings from the Sustaining the Family Enterprise research study, evaluating the roles of family governance and innovation play in the family business’s longevity.

GenSpring Family Offices International Family Office President Santiago Ulloa to participate in an interactive panel discussion on The Family Office – Advantages, Disadvantages and its Role in Sustaining Family Wealth.

As part of the Winter Equestrian Festival held on the beautiful grounds in Wellington, FL, GenSpring will host a cocktail party for those competing teams and team owners participating in the prestigious Nations Cup.

Carolann Grieve, family wealth advisor; Jewelle Bickford, senior strategist; Seth Tobin, family investment officer; and Kirby Rosplock, PhD, director of research & development will host an interactive lunch discussion on the state of the current global economy, and the investment questions savvy women are asking.

About GenSpring’s Women & Wealth Initiative: At GenSpring, we recognize the importance for women to live an informed and fulfilled life with wealth and, as a result, have created a learning segment designed just for women. GenSpring uses its collective expertise from across our shared Resource Center to create learning programs, which are offered to women on both a small and large scale to encourage the sharing of information, networking and peer-to-peer exchange. In a safe and intimate environment, GenSpring’s Women & Wealth Initiative focuses on a myriad of wealth management issues; from educating the next generation to be responsible owners of wealth; to estate and tax planning; to the nuts and bolts of investing, GenSpring’s Women & Wealth Initiative works to inspire and empower women to be stewards of their wealth.

GenSpring will once again host a tent at the 2012 Honda Classic, a US PGA Tour Golf Tournament held at the legendary Champion’s Course of the PGA National Resort & Spa in Palm Beach Gardens, FL. The proceeds from the Honda Classic will benefit several children’s healthcare charities including the Nicklaus Children’s Healthcare Foundation.

GenSpring Chief Investment Officer Jean Brunel will host a small, intimate, interactive dinner discussion to provide an overview and his perspective of the economic market environment.

As part of the Winter Equestrian Festival held on the beautiful grounds in Wellington, FL, GenSpring will host a lunch session acclaimed lead participants through an interactive education session to discussing the non-financial aspects of life with wealth.

This quarterly investment call, hosted by GenSpring Investment Advisory Center, is intended to keep GenSpring client families informed of GenSpring's position in relation to current market conditions. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Investment Advisory Center: The Investment Advisory Center defines GenSpring's investment philosophy and all investing activities, including research, asset allocation, investment strategy and manager due diligence and selection. In addition, the Investment Advisory Center supports GenSpring's Family Investment Officers in all investment oversight and management activities, including portfolio construction across all asset classes.

Private Asset Management (PAM) will once again the PAM Awards to recognize and reward those firms who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. This year, GenSpring has been shortlisted to win the award for Best Multi-Family Office in the over $2.5 billion category.

GenSpring Chief Investment Officer Jean Brunel will participate as a featured speaker in this prestigious industry conference. He will discuss Goal-Based Wealth Management In Practice.

GenSpring Director of Family Governance Daisy Medici will participate as a professor and lead a session on family communication and governance.

Chief Executive Officer Mel Lagomasino will host a session on The Power of Women.

GenSpring Family Offices will join the Institute for the Fiduciary Standard, the CFA Institute and the Museum of American Finance as they honor Jack Bogle’s six decades of contributions to investors, the mutual fund industry and the capital markets. The event will feature several interactive panel discussions with experts from a broad spectrum of backgrounds and industries.

Chairman of the Western Region Pat Soldano will host a session on Collaboration Amongst Advisors for the Best Interest of the Family.

GenSpring will participate in a panel to discuss "Family Office Alternative Investments Today." The panel will include leading family office representatives and wealth managers to discuss the overall state of family office alternative investments today, including venture capital.

GenSpring's Wealth Advisory Center hosts a call once a quarter to discuss non-financial aspects of wealth. The topics vary from tax and estate planning to family communication and conflict resolution. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Wealth Advisory Center: The Wealth Advisory Center serves as the hub for firm-wide development and support of all the non-investment deliverables offered to GenSpring client families. The Wealth Advisory Center uses its collective expertise and energy around estate planning, financial planning, income tax planning, insurance, family governance, fiduciary services, philanthropy and education to collaboratively coach and support GenSpring advisors in providing exceptional family office services.

Investment Partner Brent Fykes will speak at the conference.

GenSpring California family office president Pat Soldano to moderate a panel discussion.

GenSpring Family Offices and SunTrust Bank will host an exclusive exhibition of Rembrandt In America at the North Carolina Museum of Art.

GenSpring will sponsor the annual awards to celebrate excellence and leadership in the Americas by recognizing those men and women who have demonstrated remarkable strategy, vision and execution in their respective businesses and organizations. For more information, please click here.

Santiago Ulloa, GenSpring Family Offices International president, will discuss "Managing a Multi-Jurisdictional Family Office."

GenSpring Family Office’s Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

GenSpring Senior Advisor Mark Mushkat to moderate a panel discussion on Private Equity.

Family Business Magazine and Stetson University’s Family Enterprise will host the conference in San Francisco, CA. Pat Soldano, president of GenSpring’s California family office will participate in a panel discussion on Best Practices in Working with Outside Advisers.

GenSpring Director of Research & Development Kirby Rosplock will teach a session on Sustaining Family Wealth.

This quarterly investment call, hosted by GenSpring Investment Advisory Center, is intended to keep GenSpring client families informed of GenSpring's position in relation to current market conditions. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Investment Advisory Center: The Investment Advisory Center defines GenSpring's investment philosophy and all investing activities, including research, asset allocation, investment strategy and manager due diligence and selection. In addition, the Investment Advisory Center supports GenSpring's Family Investment Officers in all investment oversight and management activities, including portfolio construction across all asset classes.

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead a discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

David Bokman, GenSpring's chief wealth advisory officer, will deliver a program on Breaking the Silence: Discussing Estate Planning Intentions with Your Heirs.

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

Mel Lagomasino, GenSpring's CEO, will speak at the annual conference to be held in Chicago.

President of GenSpring Family Offices International Santiago Ulloa will host a session on The Family Office Model: Advantages, Challenges and Your Roll in the Process of Perpetuating Family Wealth.

Kirby Rosplock, GenSpring director of research & development, Jill Shipley, director of next generation education, and Daisy Medici, director of family governance, will all participate on the agenda of the prestigious annual conference.

GenSpring Senior Partner Michael Zeuner will moderate a panel discussion among premier partner firms of The Alliance to answer questions such as: What are the most significant opportunities they see in the marketplace today? What are the main themes and ideas behind this year’s white paper? What are their firms’ best practices and capabilities that are unique and value-driven?

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

GenSpring Family Offices’ Chief Investment Officer Jean Brunel will lead an intimate dinner discussion around the global economic environment and GenSpring’s perspective on the challenges and opportunities in today’s financial marketplace.

GenSpring’s California family office president, Pat Soldano will participate as a faculty member, teaching a session on: Best Practices in Financial Management for the Family Office, lessons from the past.

GenSpring Director of Family Governance Daisy Medici will host a session at the annual forum for private investors on Repairing Broken Windows: "Creating Opportunity by Recovering Trust in Family Relationships."

Family conflict can result in a lack of trust that can severely threaten a family's chances of achieving sustainability. Recovering that trust is essential, but what can you do to reestablish and recover trust that has been eroded in the throes of family conflict? How can you get beyond communication barriers that can potentially prevent family harmony? During this time together, Daisy will guide participants on an exploration of such concepts as: The Importance of an Apology, Listening Skillfully to Improve Communications, Following Through on Promises, and Committing to Change. Additionally, Daisy will provide guidance in identifying when you can handle the trust recovery process on your own and when, and who, should be engaged to professionally lead the process.

GenSpring portfolio strategist Christopher Battifarano to participate on a panel discussion on Asset Allocation.

Jean Brunel, GenSpring's chief investment officer, will speak at this international investment conference.

GenSpring's Wealth Advisory Center hosts a call once a quarter to discuss non-financial aspects of wealth. The topics vary from tax and estate planning to family communication and conflict resolution. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Wealth Advisory Center: The Wealth Advisory Center serves as the hub for firm-wide development and support of all the non-investment deliverables offered to GenSpring client families. The Wealth Advisory Center uses its collective expertise and energy around estate planning, financial planning, income tax planning, insurance, family governance, fiduciary services, philanthropy and education to collaboratively coach and support GenSpring advisors in providing exceptional family office services.

GenSpring will present the award for Charitable Organization of the Year at the prestigious event.

GenSpring Senior Advisor Mark Mushkat to moderate a panel discussion on Commodities: "How Investors Can Profit From The Boom"

Pat Soldano, president of GenSpring's California family office will participate in a panel discussion.

GenSpring Family Office President and San Francisco's Senior Advisor Mark Mushkat welcome CEO Mel Lagomasino for a discussion with Ron Varney, who will discuss creating a personal strategy for initiating, building or dispersing art collections.

GenSpring Family Office President Pat Soldano welcomes CEO Mel Lagomasino for an evening with guest speaker Jean Stern, director of the Irvine Museum.

GenSpring will sponsor the 36th Annual Hampton Classic Horse Show to take place in Bridgehampton, NY. As a sponsor, GenSpring will host a champagne brunch for all VIP ticket-holders in the VIP tent at Jumper Ring II. For information on how to attend this event, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

GenSpring Atlanta Family Office President Susan Parsons will welcome Chief Executive Officer Mel Lagomasino, Chief Investment Officer Jean Brunel and Head of Investments John Elmes for a cocktail reception and conversation around the current challenges and opportunities in today's global economic environment.

This quarterly investment call, hosted by GenSpring Investment Advisory Center, is intended to keep GenSpring client families informed of GenSpring's position in relation to current market conditions. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Investment Advisory Center: The Investment Advisory Center defines GenSpring's investment philosophy and all investing activities, including research, asset allocation, investment strategy and manager due diligence and selection. In addition, the Investment Advisory Center supports GenSpring's Family Investment Officers in all investment oversight and management activities, including portfolio construction across all asset classes.

Chris Chandler, GenSpring investment partner, moderated a panel on Asset Allocation: Trends and Drivers in a Changing Environment.

Jean Brunel, GenSpring's chief investment officer, hosted an intimate conversation on the current global economic environment and GenSpring's perspective on the challenges and opportunities in today's financial marketplace.

Creating a successful succession plan for your multi-generational family enterprise is an evolutionary process that involves critical business decisions, keen awareness of the business strategy and a concentrated, long-term effort by the family and its advisors. Yet, all too often, a key element of the process – family dynamics – is ignored or otherwise taken for granted resulting in explosive consequences and a derailed or abandoned plan.

GenSpring hosted a moderated panel discussion with guest panelists from Wiggin & Dana and Raylign Advisory on how to successfully manage family dynamics in the estate and succession planning process.

Pat Soldano, president of GenSpring's California Family Office, participated on a panel discussion about trends in the Family Office Industry.

GenSpring's Wealth Advisory Center hosts a call once a quarter to discuss non-financial aspects of wealth. The topics vary from tax and estate planning to family communication and conflict resolution. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Wealth Advisory Center: The Wealth Advisory Center serves as the hub for firm-wide development and support of all the non-investment deliverables offered to GenSpring client families. The Wealth Advisory Center uses its collective expertise and energy around estate planning, financial planning, income tax planning, insurance, family governance, fiduciary services, philanthropy and education to collaboratively coach and support GenSpring advisors in providing exceptional family office services.

Puneet Sahi, family investment officer in GenSpring's California family office, to participate in a panel discussion on "Recapping the 2010 Themes: Resulting Challenges Investors are Now Facing." Puneet will provide a unique position from the multi-family office perspective.

Chris Chandler, GenSpring investment partner, hosted a session on The Global Portfolio: Readjusting the Portfolio to Generate and Maintain Wealth for Future Generations.

GenSpring Senior Partner Michael Zeuner hosted a joint session with founder of Vogel Consulting, Rhona Vogel, on Making Material Changes Within the Family Office. LEARN MORE

GenSpring Family Offices partnered with the Arizona Community Foundation and Foundation Source to discuss today's philanthropic trends, navigating philanthropic structures and the best practices of today's family philanthropy. For additional information, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

GenSpring partnered with SunTrust Private Wealth Management to host guests for a discussion on Financial Parenting by Jill Shipley, GenSpring director of next generation education. Guests will also get a private tour of the Picasso exhibit at the Virginia Museum of Fine Arts. For additional information, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

David Bokman, GenSpring chief wealth advisory officer, and Jill Shipley, director of next generation education, led an educational session on "Breaking the Silence—Communicating Estate Planning Intentions to Heirs." LEARN MORE

This quarterly investment call, hosted by GenSpring Investment Team, is intended to keep GenSpring client families informed of GenSpring's position in relation to the current market conditions. For information on how to participate, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com

About the Investment Advisory Center: The Investment Advisory Center defines GenSpring's investment philosophy and all investing activities, including research, asset allocation, investment strategy and manager due diligence and selection. In addition, the Investment Advisory Center supports GenSpring's Family Investment Officers in all investment oversight and management activities, including portfolio construction across all asset classes.

Jewelle Bickford, GenSpring senior strategist, Daisy Medici, director of family governance, and Phoebe Venable, family investment officer, will host an interactive and engaging discussion around the impact of wealth on families and the role women play. For additional information, please contact Rosemary Denney at Rosemary.Denney@GenSpring.com.

Chris Chandler, GenSpring investment partner, spoke on "Managing Investor Psychology." This presentation looked into periods of extreme irrational investor behavior throughout history to provide investment professionals with the information to better manage investor psychology.

GenSpring's Director of Next Generation Education Jill Shipley participated in a session entitled "What The Next Generation Wants and Needs." This session focused on how Generation Y views credibility, marketability, authority and communication. It also included ways family enterprises can take advantage of this generation's strengths and capitalize on having up to four generations working in the business.

Very few families are adequately prepared to address all the affairs of a loved one who suffers from a debilitating illness or incapacitation. Pat Soldano, President of GenSpring's California family offices and Jim McAleer, Pres/CEO Alzheimer's Association of Orange County hostws a learning program to identify and discuss some of the critical issues that might need to be addressed should a family member become incapacitated.

As part of the Winter Equestrian Festival's Lunch N' Learn series held in Wellington, FL, Daisy Medici, director of family governance for GenSpring Family Offices, drew on her experience working with many of the world's wealthiest families to identify different types and sources of conflict in wealthy families, suggest some useful tools and best practices for managing conflict, and provide strategies for recovering trust in light of past family conflict.

Jewelle Bickford, GenSpring senior strategist, Daisy Medici, director of family governance, and Phoebe Venable, family investment officer, hosted an interactive and engaging discussion around the impact of wealth on families and the role women play.

Alcoholism, drug dependence, other addictions, and significant mental health disorders are statistically probable and will occur in affluent families at an estimated minimum rate of 20%; often much higher. These disorders can undermine the best family mission statements and succession plans and result in both the loss of wealth and family cohesiveness.

Family leaders and their advisors need an effective "game plan" for addressing these diseases. David Bokman, GenSpring's chief wealth advisory officer, and Daisy Medici, director of family governance, partnered with renowned addiction expert, Bill Messinger, Founder of Aureus, to offer not only that "game plan", but share with participants the reasoning underlying their recommendations.

GenSpring's Wealth Advisory Center hosts a call once a quarter discussed non-financial aspects of wealth. The topics vary from tax and estate planning to family communication and conflict resolution.

About the Wealth Advisory Center: The Wealth Advisory Center serves as the hub for firm-wide development and support of all the non-investment deliverables offered to GenSpring client families. The Wealth Advisory Center uses its collective expertise and energy around estate planning, financial planning, income tax planning, insurance, family governance, fiduciary services, philanthropy and education to collaboratively coach and support GenSpring advisors in providing exceptional family office services.

GenSpring Chief Wealth Advisory Officer David Bokman and Director of Next Generation Education Jill Shipley hosted an interactive discussion on "Breaking the Silence: Communicating Estate Planning Intentions" in GenSpring's New York family office.

GenSpring Portfolio Strategist Chris Battifarano spoke on tracking investor appetite, capital deployment and yield generation across regions and asset classes—What are the evolving challenges to efficient portfolio construction?

GenSpring Family Offices Director of Research & Development Kirby Rosplock, PhD, provided a keynote on navigating the complex issues facing affluent families at the Asian Family Office Forum in Singapore. She also shared GenSpring's Wealth Map and led a discussion on the most pressing questions and issues facing families on each territory of the map.

GenSpring Family Offices once again hosted a tent at the Honda Classic, a US PGA Tour Golf Tournament held at the legendary Champion's Course of the PGA National Resort & Spa in Palm Beach Gardens, Florida.

Proceeds from the Honda Classic benefited the Children's Healthcare Charity including The Nicklaus Children's Healthcare Foundation.

GenSpring has been nominated and is on the shortlist for the Best Multi-Family Office of 2011 award.

As part of the Winter Equestrian Festival's Lunch 'N' Learn series on the grounds in Wellington, FL, David Bokman, GenSpring Family Office's chief wealth advisory officer, and Jay Allen, director of financial capital, hosted an interactive discussion about what you might—and might not—expect as well as what you can do to prepare your family for impending legislative change.

Julie Neitzel, president of GenSpring's Miami Family Office, joined a roundtable discussed how hedge funds can attract investments from high-net-worth individuals and family offices.

GenSpring hosted a cocktail reception at the Capital City Club in Brookhaven with Mel Lagomasino, CEO, Jean Brunel, chairman of the Investment Committee, John Elmes, head of investments, and Susan Parsons, president of GenSpring's Atlanta Family Office.

Chris Chandler, GenSpring senior investment partner, presented on the topic of managing investor psychology. Learn more.

Annual educational and networking event for GenSpring's client women

Quarterly interactive webinar with Andrew Mehalko, GenSpring chief investment officer, and his team of strategists discussed GenSpring's view of the current economic environment and investment market.

The event is invitation-only for family office executives in New York and adjoining areas.

The Alliance and GenSpring Family Offices hosted an invitation-only event for family office executives in New York and adjoining areas at which we unveiled the results of our 3rd Annual Single-Family Office Study. We discussed the study's findings and what they mean to all of us in this unique industry as well as trends and implications for the future. Participants received a complimentary copy of the 42-page SFO Study report.

Showing of Bonnie and Clyde

GenSpring Family Offices chief executive Officer, Mel Lagomasino, and David Neubert, president of the GenSpring Nashville Family Office hosted a dinner and discussion.

There is a great deal of speculation and debate about forthcoming legislative changes. Members of the GenSpring team have waded through proposed and pending legislative agendas to assess how healthcare and tax reform might affect your family.

The Alliance and GenSpring Family Offices hosted an invitation-only event for family office executives in Boston and adjoining areas at which we will unveil the results of our 3rd Annual Single-Family Office Study. We discussed the study's findings and what they mean to all of us in this unique industry as well as trends and implications for the future. Participants received a complimentary copy of the 44-page SFO Study report.

The Impact of Wealth on Your Family—It's not just money. Jewelle Bickford, senior strategist; Daisy Medici, director of family governance; and Ann Heilakka, senior portfolio strategist, GenSpring Family Offices, discussed the impact of wealth on families and the role women can play in the process.

GenSpring hosted a day at the ballpark for clients and their families featuring behind the scenes tours of the park, the team club house, and the dugout. Ballpark fare was served.

GenSpring hosted a family business panel discussion on pilot findings from the Intersection of the Family Business/Family Office 2010 Research Study. The event also featured the launch of 'Phase II' of the study.

Daisy Medici, director of family governance, and Pat Soldano, president of GenSpring's California Family Office, hosted an interactive discussion on the sources and types of conflict, tools for managing conflict, and strategies for recovering trust in light of family conflict. In addition, ladies had an opportunity to try Lugano's world-renowned jewels as they discussed the day's lessons learned.

Quarterly interactive webinar with Andrew Mehalko, GenSpring chief investment officer, and his team of strategists discussed GenSpring's view of the current economic environment and investment market.

Mel Lagomasino, GenSpring chief executive officer, hosted a women's luncheon designed specifically to address the ever-changing roles and responsibilities associated with a life of wealth.

Very few families are adequately prepared to address all the affairs of a loved one who suffers from a debilitating illness and/or incapacitation. During this learning program, hosted by GenSpring Family Offices with panelists from Pinnacle Care, Wiggin & Dana LLP and Raylign Advisory, an expert panel discussed the most critical issues of healthcare, communication, financial and legal planning considerations when a family member is incapacitated.

 Learn more

Kirby Rosplock, GenSpring director of research and development, Daisy Medici, director of family governance, Steve Salley, senior partner, and Jill Shipley, director of next generation education, presented. Learn more

GenSpring CEO Mel Lagomasino hosted a dinner in Washington, DC discussed recent issues and upcoming trends in the world financial markets.

 Learn more

GenSpring CEO Mel Lagomasino hosted a women's breakfast specifically designed to address the ever-changing roles and responsibilities associated with a life of wealth.

Jill Shipley, GenSpring director of next generation education, led a conversation around creating a plan to guide your family's communication efforts in order to achieve more clear, coordinated, memorable, and effective messaging.

Ted Mayden, head of private equity at GenSpring Family Offices, shared insights into the private equity market and GenSpring's approach to private equity investing.

Jill Shipley, GenSpring director of next generation education, led a conversation around creating a plan to guide your family’s communication efforts in order to achieve more clear, coordinated, memorable and effective messaging.

GenSpring Chief Investment Officer Andrew Mehalko led an interactive and engaging conversation on the current state of the global markets.

From GenSpring's Wealth Advisory Center: GenSpring’s research findings indicate that the vast majority of men (97%) and women (95%) intend for their children to inherit equally; however, one’s wealth transfer intentions may not always conveniently coincide with achieving that result. David Bokman, GenSpring chief wealth advisory officer, and Steve Salley, GenSpring senior partner, presented a web-based learning program that addresses the many challenges facing families when it comes to equitable wealth distribution. Included in the discussion was an exploration of estate, financial and investment planning considerations as well as the family dynamics, lifestyle and differing needs of family members.

 Learn more

Christopher Battifarano, GenSpring portfolio strategist, and Gerardo Nout, GenSpring Family Offices International chief investment officer, led participants in an interactive learning event addressing the current state of the global economy.

David Bokman, GenSpring chief wealth advisory officer, and Jill Shipley, director of next generation education, led an educational session on "Breaking the Silence—Communicating Estate Planning Intentions to Heirs." Learn More

Learn More

Andrew Mehalko, GenSpring chief investment officer, hosted an interactive and engaging conversation around the current state of the global markets.

Andrew Mehalko, GenSpring chief investment officer, and Bruce Paulson, GenSpring director, offered insights on current investment landscape and tax strategies based on the economic climate.

David Bokman, GenSpring chief wealth advisory officer, and Carol Gonnella of Gonnella and Majors, PC hosted a learning program that addressed the many challenges facing families when it comes to equitable wealth distribution.

Andrew Mehalko, GenSpring chief investment officer, and Bruce Paulson, GenSpring director, offered insights on current investment landscape and tax strategies based on the economic climate.

In this quarterly interactive webinar, Andrew Mehalko, GenSpring chief investment officer, and his team of strategists, discussed GenSpring's view of the current economic environment and investment market.

David Bokman, GenSpring's chief wealth advisory officer, and Jill Shipley, director of next generation education, discussed the often taboo subject of prenuptial agreements. This webinar will explore communication strategies for families and soon to be newlyweds.

Annual educational and networking event for GenSpring's client men. Learn more

Mel Lagomasino, GenSpring CEO, and Andrew Mehalko, chief investment officer, presented "How Do I Know It's Enough"  Learn more

John Elmes, GenSpring senior partner, discussed "The Reality of Recovery: Where do we go from here?"

Gloria Higgins, president, GenSpring Denver, hosted the first in a series of lectures to coincide with the Henry Moore Exhibition that is on display at the Denver Botanic Gardens throughout 2010.

Andrew Mehalko, GenSpring chief investment officer, discussed "The Reality of Recovery: Where do we go from here?"

Bill Barbeosch, chief fiduciary officer, GenSpring Family Offices, and Steve Salley, senior partner, GenSpring Family Offices, discussed: How are trustees or fiduciaries different as owners of interests in Family Enterprises? What is the impact of fiduciary liability on willingness or ability to support business debt by subordination or guarantee? This multi-case study discussion will focus on the differences in having fiduciary as opposed to individual owners and the constraints on fiduciary risk assessment.

Bill Barbeosch, chief fiduciary officer, GenSpring Family Offices and Steve Salley, senior partner, GenSpring Family Offices discussed: How are trustees or fiduciaries different as owners of interests in Family Enterprises? What is the impact of fiduciary liability on willingness or ability to support business debt by subordination or guarantee? This multi-case study discussion will focus on the differences in having fiduciary as opposed to individual owners and the constraints on fiduciary risk assessment.

Jewelle Bickford, senior strategist, and Pat Soldano, president of GenSpring’s Southern California office, co-hosted a women’s learning event at the Four Seasons in San Francisco. The event will serve as an opportunity for local women to learn and network while contemplating the ever-changing roles and responsibilities associated with a life of wealth.

Mel Lagomasino, GenSpring CEO, and Buddy Darby, Kiawah Development Partners CEO, hosted a cocktail reception on Kiawah Island to celebrate their partnership in the newly formed GenSpring Charleston LLC. GenSpring's Charleston family office (GenSpring Charleston LLC) is a joint venture with Kiawah Capital and organized as a separate Registered Investment Advisor from GenSpring Family Offices LLC.

Mel Lagomasino, GenSpring CEO, hosted a women’s program at The Sanctuary on beautiful Kiawah Island in South Carolina. The learning event is designed to provide an interactive and engaging conversation on the current state of the market and how it relates to what keeps women awake at night.

Quarterly interactive webinar with Andrew Mehalko, chief investment officer, and his team of strategists discussed GenSpring's view of the current economic environment and investment market.

Annual educational and networking event for GenSpring's client women. Learn more

Daisy Medici, director of family governance helped attendees develop a working knowledge of conflict and provides some pointers for diffusing tensions before they escalate.

Hosted by Bruce Paulson, director, GenSpring Family Offices, and featured panelists, Thomas Livergood, CEO, Family Wealth Alliance; Christine Galloway, CEO, Okabena Family Office; Maria Elena (Mel) Lagomasino, CEO, GenSpring Family Offices

A meeting with senior executives from family offices around the world shared best practices. Learn more

GenSpring hosted guests on the 18th green of the 2010 Honda Classic in Palm Beach Gardens, FL. Learn more

Quarterly interactive webinar with Andrew Mehalko, chief investment officer, and his team of strategists discussed GenSpring's view of the current economic environment and investment market.

Julie Neitzel, president of GenSpring Miami, spoke on "Communicating Estate Planning Intentions"

Our newly opened Charleston affiliate commemorated its opening with an open house for clients in that area.

20th Anniversary commemoration and educational and networking event for GenSpring client families. Learn more