Upcoming Events | Past Events

Families worry about the financial risks they run through shared ownership but many seldom gather to discuss how they may be putting each other at risk in non-investment related ways such as the absence of prenuptial agreements, essential estate planning documents, adequate insurance coverage, social media guidelines and basic financial literacy. GenSpring's Director of Family Governance, Daisy Medici will share how encouraging your clients to gather their family members and craft family policies that address these topics can create ease of mind.

During this lunch discussion, Daisy will review some of GenSpring’s thinking on how to help young children become more self-confident and better stewards of wealth and how to implement a course correction if you feel your older children may be on the wrong path.

Senior Advisor Mark Mushkat to moderate a panel.

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 Katie Folmar at Katie.Folmar@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.

Director of Family Education Jill Shipley confirmed to speak on "Navigating the Challenges of the Trustee/Beneficiary Relationship."

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 Katie Folmar at Katie.Folmar@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's Wealth Advisory Center hosts a "Fundamentals of Family Wealth" webinar once a quarter focused on helping family members of all ages build foundational competencies needed for life with wealth. For information on how to participate, please contact Katie Folmar at Katie.Folmar@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.

Chief Executive Officer Thomas Carroll and Chair of GenSpring's Western Region Pat Soldano confirmed to speak on "Transitions and Traditions: Succession, Sustainability and the Family Office." Director of Research & Development Kirby Rosplock confirmed to speak on "From Family Office Formation to Regulation: What are the Keys to Family Office Success?"

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 Katie Folmar at Katie.Folmar@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's Wealth Advisory Center hosts a "Fundamentals of Family Wealth" webinar once a quarter focused on helping family members of all ages build foundational competencies needed for life with wealth. For information on how to participate, please contact Katie Folmar at Katie.Folmar@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.