GenSpring

Planning 

It all starts with a series of in-depth planning conversations. Your advisor will help you create custom cash flow, wealth accumulation, and wealth disposition forecasts. We can support you with:

Banking

In addition to custom credit, you’ll have access to specialized banking solutions that include:

Risk

A thorough family risk assessment helps to ensure appropriate asset protection and insurance strategies are in place. And that your portfolio holdings are adequately aligned to your family’s goals. 

Together, we can explore various long-term care funding strategies as well as review life, disability, and liability coverages.^{Disclosure 2}

Investments

Transparent and actionable. Our investment specialists will provide you customized strategic and tactical asset allocation guidance. 

We rigorously evaluate and monitor all the traditional, alternative, and private equity strategies that are available through our open architecture investment platform. 

Each investment decision is carefully aligned with your Investment Policy Statement and documented.

Estate

Effective and tax-efficient wealth transfer takes careful planning and communication. 

Along with conducting strategic estate, gift, and generation-skipping tax planning¹, we’ll provide ongoing administration and monitoring of your estate plan and trusts. And, advice on any opportunistic or event-driven wealth transfer opportunities¹.

Fiduciary

Let’s work to meet your trust and estate planning needs. We can serve in a fiduciary capacity—from trust planning^{Disclosure 1} and formation to administration, management, and executor services. 

If engaged as your corporate trustee or successor trustee, we’ll handle your personal, charitable, dynasty, insurance or Delaware trust needs.

Philanthropy

Your philanthropic endeavors, put into action. From clarifying your family’s charitable goals to establishing a philanthropic mission statement, we’re here to support you. 

We can help you identify the right charitable structure, establish and manage a private foundation, ensure proper foundation governance, and educate and engage the next generation.^{Disclosure 3}

Education

Along with invitations to exclusive peer learning events for you and your family, you’ll have access to customized family learning. 

We’ll focus on both the technical and emotional aspects of family wealth, along with personalized coaching and mentoring for next-generation family members^{Disclosure 3}.

Governance

Specialized expertise is available to help your family:

Wealth administration

We offer complete reporting to provide transparency across all portfolios, as well as other providers. 

We can establish internal controls, including budget and monitoring of accounts, as well as manage cash balances and administer your accounts payable^{Disclosure 3}.