Upcoming Events | Past Events

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

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.

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 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.

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.

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.

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.

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.

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

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

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

GenSpring Portfolio Strategist Christopher Battifarano will participate in an interactive discussion to provide GenSpring’s perspective on Manager Due Diligence.

GenSpring CEO Mel Lagomasino will once again participate as a featured speaker in this world-renown learning program for the ultra-high net worth investor.