Asset Management Advisors

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Dan has worked within the fiduciary and wealth management business for over 20 years. Before joining GenSpring, Dan worked with SunTrust Bank handling trust and estate administration duties, as well as serving in a management role over the fiduciary personnel and activities for SunTrust Bank in Tennessee.

Imagine… you build a successful business enterprise through years of hard work. You decide to retire and place the enterprise in the hands of new management. However, the new managers have no understanding of the company’s products, goals, history, values or mission. They have no experience in the field, let alone a basic knowledge of day-to-day business functions. There is great likelihood a company will not succeed under these conditions, and realistically, you would never trust these individuals with even one dollar of your hard-earned wealth.

In our 25 years of experience working with clients like Mr. E we’ve learned that a coordinated process around wealth planning for the future is essential to yield the best results for the client and his family.

There are numerous organizations and websites dedicated to helping individuals and foundations pursue their philanthropic goals. We have compiled the following list of resources to help guide your giving endeavors.

Founded in 1989, GenSpring Family Offices is a leading wealth management firm for ultra-high net worth families. Once limited to a few of the world’s wealthiest families, the benefits of the family office are rapidly becoming known to a wider circle of ultra-high net worth clients.

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