GenSpring gives wealthy individuals and families an array of choices to determine how best to manage the financial complexity in their lives.
Comprehensive Family Offices
Single Purpose Family Offices
What do you need your family office to do for you?
All of GenSpring’s family offices are capable of serving as the type of family office that best matches each client’s circumstances and needs.
Objectivity & Alignment: New Choices for Families and Advisors
Read the transcript of GenSpring CEO, Mel Lagomasino discussing this topic at the 2007 CFA conference.
What is an ADV?
Form ADV is a two-part form that the SEC requires of investment advisers and encourages people to read, as do we. In Part 1, be sure to look at Item 5 (B.2 and E)... any registered representatives? Commissions? Also, glance at Item 8 (A.1)...any principal transactions? And frankly, if you have enough patience for it, Schedule F in Part 2 will spell out the conflicts of interest that are less obvious in Part 1.
Not All Advisors Are the Same
In this white paper, Mel Lagomasino, GenSpring's CEO, explains how to tell the difference between a wealth management firm that is selling investment products and one that is your advocate and advises solely on the merits.