GenSpring Family Offices, LLC · Palm Beach Gardens, FL United States
Company Description
Phone: 561-746-8444
Toll Free: 800-338-3559
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GenSpring is a wellspring of financial management. Formerly Asset Management Advisors (AMA) GenSpring Family Offices is the wealth management subsidiary of Atlanta-based SunTrust Banks . Catering to the wealthiest families, the company provides personalized multi-generational financial plans that include investment management, trusts, tax and estate planning, and philanthropy advice. It also serves not-for-profits. The company has more than a dozen offices along the eastern seaboard and approximately $15 billion of client assets under advisement. To read the full description, subscribe now.
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Key GenSpring Family Offices, LLC Financials
| Company Type | Subsidiary Headquarters |
| Fiscal Year-End | December |
| Employees | 90 |
GenSpring Family Offices, LLC Executives
32 executives listed for GenSpring Family Offices, LLC's Palm Beach Gardens, FL location.
| Title | Name & Bio | Contact |
| Chairman Emeritus | Henry Perry | Network |
| CEO | Maria Elena Lagomasino | Network |
| COO | Michael Holden | Network |
Competition
Competitive Landscape for GenSpring Family Offices, LLC
Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. To read the full description, subscribe now.Top GenSpring Family Offices, LLC Competitors
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