Services

Services

Wellspring is an independent personal wealth management and multi-family office. We offer holistic financial services to high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. At Wellspring, we provide a comprehensive suite of personalized services that cover our clients’ financial and non-financial needs, including:

Family & Life Services
> Multi-family Office Services
> Family Consulting and Education
> Life Planning

Personal Financial & Tax Management
> Comprehensive Financial Planning
> Income Tax Planning, Preparation and Compliance
> Estate and Wealth Transfer
> Strategic Philanthropy and Administration
> Business Succession
> Risk Management

Investment Consulting
> Investment Consulting