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Multi-Generational Family

Ownership and Liquidity: a wealth creator present and in control, married with two adult children. Mostly liquid wealth from the sale of a business plus a few small real estate investments

What can a GenSpring Family Office provide?

full investment management, including asset allocation and discretionary investment selection
trust administration
education programs for family members
family governance
quarterly investment updates and annual family meetings

Entrepreneur

Ownership and Liquidity: a wealth creator still actively growing wealth through multiple ventures and has two younger children. Some liquidity through employment and prior sale of a business; some assets are used for collateral on lines of credit

What can a GenSpring Family Office provide?

full investment management of liquid assets and oversight of private investments
consolidated reporting
tax and estate planning
coordination of lenders and lines of credit
bill pay and expense management
next generation education programs

Self-Directed Investor

Ownership and Liquidity: a wealth creator overseeing primarily liquid assets who wants advice and information but prefers to make investment decisions. Many direct investments and structures; adult heirs are involved

What can a GenSpring Family Office provide?

asset allocation
investment recommendations
oversight of external investment managers and performance reporting
consolidated investment reporting
consolidated financial reporting
bill pay and expense management
monthly investment updates

International Inheritor

Ownership and Liquidity: an international family leader controlling significant liquid wealth and an operating business. Extensive financial holdings and large minority ownership position in a publicly-held company

What can a GenSpring Family Office provide?

non-discretionary investment recommendations
oversight of external investment managers, including fee negotiation and performance reporting
cross-border tax planning
family governance
next generation education programs
quarterly investment updates and family meetings

Family with a Closely-Held Business

Ownership and Liquidity: family owners across multiple branches with some senior generation members involved in leading the family business. Little liquidity outside of the business; regular, ongoing liquidity via dividends

What can a GenSpring Family Office provide?

tax and estate planning
asset allocation
consolidated financial reporting
bill pay and expense management
personal financial planning
succession planning
quarterly management meetings
annual family shareholder meetings

Keeps Me Awake At Night Issues or KMAANs (prior to GenSpring)

worried about taking too much risk
not sure who will manage things when no longer able
concerned about estate tax liability

Keeps Me Awake At Night Issues or KMAANs (prior to GenSpring)

unhappy with time required to manage advisors
concerned about risk of financial loss
worried about ability of heirs to manage wealth

Keeps Me Awake At Night Issues or KMAANs (prior to GenSpring)

having difficulty evaluating providers
worried about not seeing the whole picture
feeling overwhelmed with filings and administration

Keeps Me Awake At Night Issues or KMAANs (prior to GenSpring)

concerned about paying high fees for product
unsure if the family's getting access to the best options available
finding it difficult to compare providers

Keeps Me Awake At Night Issues or KMAANs (prior to GenSpring)

concerned about number of family shareholders
worried about competing income needs
feeling like family legacy is threatened

Your financial life, your family office

Your GenSpring family office will provide you with comprehensive wealth management advice and services that meet the unique needs and objectives of your financial life.

What would you like your family office to do for you?

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What can a GenSpring family office do for your family?

View our "Sample Family Office Deliverables"

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Consolidated reporting

Provides transparency and clarity to your financial life

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Multi-Family Office Solution

Read more about how our multi-family office solution can help your family

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