Multi-family Office Services

Family & Life Services

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Multi-family Office Services

Many clients lack the resources to create and maintain a traditional separate family office. However, they recognize the importance of independence and objectivity associated with a family office. Wealth preservation is of utmost concern—protection from the “first generation earns it, second generation saves it and third generation loses it” phenomenon.  Wellspring is a multi-family office providing a variety of financial and personal services to a multitude of affluent families and individuals. Services are tailored to meet the needs of multi-generational families. Working within a family setting and framework is a significant part of our business experience and a core competency.

Wellspring’s multi-family office services includes the following:
 

  • Investment Management
  • Estate and Wealth Transfer
  • Income Tax Planning, Preparation and Compliance
  • Business Succession
  • Risk Management
  • Family Consulting and Education
  • Strategic Philanthropy and Administration
  • Life Planning
  • High Level Concierge Services
  • Family Business Advisory
  • Family Meetings
  • Trust Management
  • Entity Administration
  • Bill Payment Services
  • Charitable Trust Management
  • Foundation Management
  • Real Estate and Personal Property Management
  • Private Banking Coordination
  • Document and Record Management