Family Office Types

Multi-Generational Family Office


For those seeking to successfully sustain wealth across generations.

The Benefits You Should Expect

Your family office team will create a multi-generational Success Plan in collaboration with you that provides:

A plan, process and infrastructure for successfully sustaining wealth across generations and which incorporates all appropriate financial, investment, legal and family considerations

  • Detailed organization of your financial affairs and assistance with major financial decisions
  • An investment portfolio customized to your specific needs and which leverage’s GenSpring’s access, intelligence and buying power
  • Proactive engagement, advice and service in response to life events and economic, market or legislative changes
  • Confidence that your wealth transfer objectives are well documented and will be achieved as you intended
  • An active partner in helping you to prepare heirs for life with wealth

Sample Deliverables

Lifestyle Investments Taxes Estate Fidcuiary Document Management Education Governance Philanthropy
  • Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
  • Asset allocation, investment due diligence, negotiation, selection and consolidated reporting
  • Tax aware advice on asset location and income and gift tax return reviews
  • Estate plan reviews and recommendations
  • Trust administration, accounting and reporting
  • Financial record keeping and document retention
  • Education plans for next generation family members
  • Family meeting facilitation and governance system development
  • Strategic philanthropic planning