GenSpring has emerged as a leading alternative to traditional wealth management firms.

Unlike traditional wealth management firms, such as banks, brokerages and trust companies, GenSpring does not sell investment and financial products. We oversee and manage the complex financial lives of wealthy families and have the freedom to invest their money with providers around the world.


PAM Award 2012 - Best Multi-Family Office Overall

GenSpring recognized as a market leader among independent advisors

  • Named 2012 Multi-Family Office of the Year by Private Asset Management (PAM)
  • Listed #1 on Forbes' 2011 list of Top Fee-Only Advisor
  • Ranked #1 on Financial Planning Magazines’ 2012 Top 50 RIA Ranking
  • Ranked #1 in Investment News magazine's 2011 Top RIA Ranking of Independent Advisors
  • Listed #1 in Wealth Manager magazine's Top Wealth Manager Rankings in April 2010
  • Listed #1 on Forbes' 2010 list of Top Fee-Only Advisors
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Family Symposium

GenSpring's recent Family Symposium was held in Washington, DC. The three-day event, held at The Ritz-Carlton, focused on exploring monumental change that is impacting families, wealth and the communities in which we live.

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Women's Retreat

Since the founding of the firm some twenty years ago, GenSpring has hosted women's retreats offering a unique forum for women to learn about and discuss wealth and its implications in a community of peers.

GenSpring events focus on a broad array of topics including investments, governance, education, estate planning and risk management.

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Men's Retreat

"The Realty of Recovery—Life in the New Normal" was the theme for GenSpring's 2010 Men's Retreat.

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