Elements

Elements of a family office

The wealth management universe is vast but can be generally categorized into 10 distinct elements. GenSpring understands that these elements do not exist independent of each other; instead, decisions and actions in one can have dramatic consequences (good and bad) for others.

Over the last 25 years, GenSpring has developed the capabilities to advise and serve the broadest needs of wealthy individuals and families. Consistent with the mandate and unique nature of a particular client relationship we integrate advice across some or all of the 10 subject areas that we have defined as elements of a family office.