News | Archive

• American Family Offices Face Tougher Rules
  Campden Family Office Magazine, 6/24/2011
• Advisors Turn to Peer Networks to Win Business
  Fundfire, 6/22/2011
• Where Really Big Money Goes to Find Company
  Reuters, 6/20/2011
• A Stake In the Future
  Atlanta Business Chronicle, 6/10/2011
• As Assets Rise, Family Offices Face More Complexity
  Wealth Briefing, 6/7/2011
• Single Family Offices Seek Manager Research Aid
  Fundfire, 6/7/2011
• The RIA Giants
  Investment News, 6/2/2011
• Investment Managers Face Heightened Scrutiny
  Registered Rep, 5/25/2011
• Risk-minded Investors Shift Focus to Alternative Funds
  Investment News, 5/22/2011
• Happy Families: Senior Partner Steve Salley authored a feature article
  Private Asset Management, May, 2011
• JP Private Bank Vet Joins GenSpring
  Fundfire, 4/20/2011
• Ultra Wealthy Boost SunTrust Family Office Biz
  Fundfire, 4/20/2011
• GenSpring Makes Top-Level Hire
  Family Wealth Report, 4/20/2011
• GenSpring Hires Brunel to Help Refine Investment Policies
  Wall Street Journal, 4/19/2011
• Crisis Driving a Number of Trends in FO Space - GenSpring
  Family Wealth Report, 4/12/2011
• Chasing Alpha
  Financial Planning Magazine, 4/1/2011
• Collaboration from the Family Office Perspective
  Trust & Estates Magazine, Mar-11
• The Top RIAs: Their Biggest Challenges
  Investment News, 3/31/2011
• GenSpring Seeks UHNW Families for Study
  Private Asset Management, 3/25/11
• Rich Women's Priorities Differ From Men's
  Wall Street Journal , 3/29/2011
• Family Office Can Manage Wealth and Well-being
  Charlotte Observer , 3/27/2011
• GenSpring Launches International Research Study on Sustaining the Family Enterprise
  American Banker , 3/22/2011
• The Rise of RIAs: $1.7T and Counting
  Investment News, 3/4/2011
• How Fee-Only Advisors are Changing Investing
  ETF Trends, 3/3/2011
• To Fee or Not To Fee? Power Seen Shifting to RIAs
  Investment News, 2.28.2011
• News Release: Internationally Recognized Industry Thought Leader Joins Genspring Family Offices as Chief Investment Officer
  Palm Beach, FL—4/19/2011
• Rich Women's Priorities Differ From Men's
  Wall Street Journal, 3/29/2011
• Collaboration from the Family Office Perspective
  Trusts & Estates, 3/2011
• Family Office Can Manage Wealth and Well-being
  Charlotte Observer
• How Fee-Only Advisors are Changing Investing
  ETF Trends, 3/3/2011
• News Release: "GenSpring Launches International Research Study on Sustaining the Family Enterprise"
  Palm Beach, FL—3/22/2011
• News Release: "GenSpring's Mid Atlantic Family Office Welcomes Respected Wealth Professional to Serve Families Locally"
  Palm Beach, FL—3/15/2011
• "Allocating More to Blue Chips"
  Barrons, 3/5/2011
• "The RIA Giants: Top Fee Only RIAs Ranked by Discretionary AUM"
  Investment News, 3/4/2011
• "Thinking Big; RIAs Go National"
  Registered Rep, 3/1/2011
• "Vanguard Ascendancy Shows Shift to Independent Advisers"
  Bloomberg, 2/28/2011
• "Richest Investors Come Back to Big - Cap Stocks in Hunt for Yield"
  Bloomberg, 2/24/2011
• "Investing in Latin America: Commodities, Consumption and China"
  FinAlternatives, 2/22/2011
• "The Rich Want Children Schooled In Crisis"
  Private Wealth Magazine, 2/10/2011
• "Bestselling Book Helps Raise Financially Responsible Children"
  Benzinga, 2/3/2011
• "Hedge Funds Need to Take Individual Approach to Marketing to Family Offices"
  Hedge Fund Review, 2/1/2011
• "Wealth Management Market Report: Hunting for Big Game in Tinsel Town"
  Registered Rep, 2/1/2011
• "RIA Giants: The Top 50 Fee-Only Advisors in the Nation"
  Forbes.com, 1/13/2011
• "The Top 50 Fastest-Growing Registered Investment Advisors"
  Forbes.com, 1/13/2011
• "Where will the Rich Invest?"
  Bankrate.com, 1/14/2011
• "Inception of a family office"
  Family Business Agenda 2010
• GenSpring is #1 on list of "Top fee-only firms ranked by discretionary AUM."
  Investment News, 12/7/2010
• GenSpring ranked #1 on list of "leading registered investment advisory firms that provide financial planning services to individual investors."
  Investment News, 12/7/2010
• GenSpring ranked #1 on Southeast Success Stories list
  Investment News, 12/7/2010
• News Release: "Matt Pohlman Joins GenSpring Family Offices to Expand Presence in Carolinas", 10/27/2010
• News Release: "GenSpring's Nashville Family Office Welcomes Respected Estate Planning Expert to Serve Families Locally", 9/14/2010
• "RIA Giants: Top Fee-Only Firms Ranked by Discretionary AUM"
  Investment News, 9/8/2010
• "RIA Giants Rebound: Assets at 127B and Counting"
  Investment News, 9/8/2010
• "Top 100 Independent Financial Advisors 2010"
  Barron's, 8/28/2010
• "What Wealthy Prospects Want Now"
  Wall Street Journal, 8/4/2010
• "Family Offices Fret over Dodd-Frank Disclosures"
  Investment News, 7/25/2010
• "RIA M&A Off to a Red-Hot Start"
  Investment News, 7/25/2010
• "GenSpring Adds Investment Officer in Connecticut"
  Wall Street Journal, 7/14/2010
• "2010 Top Wealth Manager Rankings"
  Wealth Manager Magazine, 7/9/2010
• "America's Top 100 Financial Planner RIA's"
  Financial Advisor Magazine, 7/8/2010
• "GenSpring Adds Family Investment Officer"
  Investment News, 6/29/2010
• "Five Common Investing Mistakes to Avoid"
  MarketWatch—Wall Street Journal.com, 6/23/2010
• "Oprah Winfrey Opts for Her Own Private Financial Adviser"
  New York Times, 6/21/2010
• "On the Frontline: Family Offices and Online Security"
  Campden Family Office Magazine, 6/17/2010
• "GenSpring defines the fiduciary divide"
  Investment News, 6/16/2010
• "Ultra Wealthy Urged to Restrain Spending"
  Financial Advisor Magazine, 6/15/2010
• "GenSpring nabs wealth management vet to lead California expansion"
  Investment News, 6/9/2010
• "Family Office Leaders Call for Fiduciary Standard"
  Wealth Manager Magazine, 6/8/2010
• "GenSpring Appoints Mushkat to Lead N. California Business Development"
  The Wallstreet Journal, 6/8/2010
• "News Release: Genspring Family Offices Announces Presence in Northern California"
  6/8/2010
• "Bridging the Gap"
  Investment News, 5/30/2010
• "Women Holding Wealth: A Changing Model"
  Wealth Manager Magazine, 5/4/2010
• "Women Managing Wealth"
  Wealth Manager Magazine, 5/4/2010
• "Standing Out: Women Are Leading Wealth Management"
  Wealth Manager Magazine, 5/4/2010
• 'Who Are the Top 50 Women in Wealth Management?"
  Wealth Manager Magazine, 5/4/2010
• "Fearing Inflation, Wealthy Stock Up on Hard Assets"
  Investment News, 5/2/2010
• "Goldman Sachs SEC Case Divides Wealth Managers"
  Family Wealth Report, 4/27/2010
• "GenSpring To Boost Family Business Center Profile"
  Family Wealth Report, 4/13/2010
• "Top Wealth Managers Pulse—Read the Review"
  Wealth Manager Magazine, 4/7/2010
• "Top Wealth Managers Quarterly Pulse Ranking"—Q4 2009"
  Wealth Manager Magazine, 4/7/2010
• 'Forbes Top 50 Fee-Only Advisors: On the Side of Families"
  Forbes.com, 3/29/2010
• "Where You Sit"
  Poder 360°, 3/15/2010
• "Wealthy Family Clients Raise Service Bar"
  FUNDfire, 3/11/2010
• "The RIA Giants: Top fee-only firms ranked nationally by discretionary assets under management"
  Investment News, 3/11/2010
• "Wealth-Firm Prospects Take a Hard Line"
  The Wall Street Journal.com, 3/8/2010
• "GenSpring seeks European MFO, SFO deals"
  Private Banker International, 3/1/2010
• "Third Party Search Consultants Growing Rapidly"
  Family Wealth Report, 3/1/2010
• "GenSpring Changes Leadership at Phoenix Office"
  Family Wealth Report, 2/25/2010
• "GenSpring—A Multi-Family Office with Momentum, Challenges"
  Family Wealth Report, 1/28/2010
• "US Special: Happy Families"
  Spears Wealth Management Survey, 1/13/2010
• Protecting a Family's Good Name
  Estate Planning Magazine, December Issue
  This article appeared in the December 2009 issue of Estate Planning; 36 Est. Plan. 29 (Dec. 2009).
• Despite High Hurdles, New York is Still a Magnet for Wealth Managers
  Family Wealth Report, 12/7/2009
• Communication a key to surviving tough times and tough choices
  Investment News, 12/7/2009
• Fast Movers Ranking, ranked number 2
  Investment News, 12/7/2009
• RIA Giants Ranking, ranked number 1
  Investment News, 12/7/2009
• Watching Over the Family Fortune
  Barron's Penta, 11/30/2009
• Family Office Deal Could Be the First of Many
  FUNDfire, 11/11/2009
• Industry Stalwarts Launch Family Office Consultancy
  CNN Money.com, 11/10/2009
• Rich Seek Shelter in Multi-Family Homes
  Financial Times: Merger Market, 11/8/2009
• GenSpring Deepens Footprint in Carolinas
  Family Wealth Report, 11/4/2009
• Compassion Fatigue
  Financial Advisor, November Issue
• Passing It On
  Financial Advisor, November Issue
• Multifamily offices weather the storm, eye expansion, study finds
  Investment News, 10/14/2009
• Advisors Prep Wealthy Clients for Inflation
  FUNDfire, 10/14/2009
• Do You Need a Family Office?
  Barron's Penta, 9/28/2009
• The Top 100 Independent Financial Advisors 2009 Ranking
  Barron's, 9/2/2009
• Turmoil Shakes Up Indie Advisor Ranking
  FUNDfire, 9/1/2009
• Trendsetters: Investing
  Florida Trend, 9/2/2009
• GenSpring Family Offices hopes to close at least one acquisition in next six months
  Financial Times: Merger Market, 9/1/2009
• Survivors in a Stormy Market and 2009 RIA Ranking
  Financial Advisor, July Issue
• Slump pushes Family Offices to Sell or Merge
  FUNDfire, 7/9/2009
• At The Top, Annual Top Wealth Managers Ranking, ranked number 20 out of over 400
  Wealth Manager Magazine, July Issue
• Branching Out: Pressures on single family offices give multi-family offices room to grow
  Wealth Manager Magazine, June Issue
• Head winds aside, family offices are bullish
  Investment News, 6/14/2009
• Independent Investment Advisers: The List, ranked number 3
  Phoenix Business Journal, 6/5/2009
• With clock ticking, some urge clients to establish GRATs
  Investment News, 5/26/2009
• GenSpring Family Offices Expands Its Presence in the Growing Tennessee Wealth Management Market
  Trusts & Estates, 5/5/2009
• Agreeing to Disagree
  Wealth Manager Magazine, May-09
• Avoiding the Bear Traps
  The Wall Street Journal, 4/5/2009
• Influencer
  Wealth Manager Magazine, April issue
• Multi-Family Offices Reach for New Horizons
  Financial Times: Adviser, 3/31/2009
• In Good Company- The Best Latinos in the Business
  Hispanic Magazine, February/March Issue
• Dark clouds over the valley of the sun
  Investment News, 2/22/2009
• High net worth clients rethink the concept of risk
  FT.com, 1/16/2009
• When to Use—and How to Choose—a Family Office
  Estate Planning Magazine, 12/1/2008
• Protecting a Family's Good Name
  Estate Planning Magazine, December Issue
  This article appeared in the December 2009 issue of Estate Planning; 36 Est. Plan. 29 (Dec. 2009).
• Despite High Hurdles, New York is Still a Magnet for Wealth Managers
  Family Wealth Report, 12/7/2009
• Communication a key to surviving tough times and tough choices
  Investment News, 12/7/2009
• Fast Movers Ranking, ranked number 2
  Investment News, 12/7/2009
• RIA Giants Ranking, ranked number 1
  Investment News, 12/7/2009
• Watching Over the Family Fortune
  Barron's Penta, 11/30/2009
• Family Office Deal Could Be the First of Many
  FUNDfire, 11/11/2009
• Industry Stalwarts Launch Family Office Consultancy
  CNN Money.com, 11/10/2009
• Rich Seek Shelter in Multi-Family Homes
  Financial Times: Merger Market, 11/8/2009
• GenSpring Deepens Footprint in Carolinas
  Family Wealth Report, 11/4/2009
• Compassion Fatigue
  Financial Advisor, November Issue
• Passing It On
  Financial Advisor, November Issue
• Multifamily offices weather the storm, eye expansion, study finds
  Investment News, 10/14/2009
• Advisors Prep Wealthy Clients for Inflation
  FUNDfire, 10/14/2009
• Do You Need a Family Office?
  Barron's Penta, 9/28/2009
• The Top 100 Independent Financial Advisors 2009 Ranking
  Barron's, 9/2/2009
• Turmoil Shakes Up Indie Advisor Ranking
  FUNDfire, 9/1/2009
• Trendsetters: Investing
  Florida Trend, 9/2/2009
• GenSpring Family Offices hopes to close at least one acquisition in next six months
  Financial Times: Merger Market, 9/1/2009
• Survivors in a Stormy Market and 2009 RIA Ranking
  Financial Advisor, July Issue
• Independent Investment Advisers: The List, ranked number 3
  Phoenix Business Journal, 6/5/2009
• Slump pushes Family Offices to Sell or Merge
  FUNDfire, 7/9/2009
• At The Top, Annual Top Wealth Managers Ranking, ranked number 20 out of over 400
  Wealth Manager Magazine, July Issue
• Branching Out: Pressures on single family offices give multi-family offices room to grow
  Wealth Manager Magazine, June Issue
• Head winds aside, family offices are bullish
  Investment News, 6/14/2009
• GenSpring Family Offices Expands Its Presence in the Growing Tennessee Wealth Management Market
  Trusts & Estates, 5/5/2009
• With clock ticking, some urge clients to establish GRATs
  Investment News, 5/26/2009
• Agreeing to Disagree
  Wealth Manager Magazine, May-09
• Avoiding the Bear Traps
  The Wall Street Journal, 4/5/2009
• Influencer
  Wealth Manager Magazine, April issue
• Multi-Family Offices Reach for New Horizons
  Financial Times: Adviser, 3/31/2009
• In Good Company- The Best Latinos in the Business
  Hispanic Magazine, February/March Issue
• Dark clouds over the valley of the sun
  Investment News, 2/22/2009
• High net worth clients rethink the concept of risk
  FT.com, 1/16/2009
• When to Use—and How to Choose—a Family Office
  Estate Planning Magazine, 12/1/2008

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