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.
GenSpring recognized as a market leader among independent advisors
- Listed #1 on Forbes' 2011 list of Top Fee-Only Advisor
- 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
- Named 2010 Multi-Family Office Team of the Year by the Society of Trust and Estate Practitioners (STEP)
Family Symposium
GenSpring's recent Family Symposium commemorated 20 years of solving for the issues that keep wealthy families awake at night. The two-day event, held at The Breakers Palm Beach, included over 24 hours of unique learning content.
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.
Men's Retreat
"The Realty of Recovery—Life in the New Normal" was the theme for GenSpring's 2010 Men's Retreat.