Affiliations

As a thought leader for the planning community assisting families of significant wealth, Wellspring Associates is an active member of the primary organizations serving the estate planning, business, philanthropic and family office communities. Each organization offers a variety of research, benchmarking, white papers and articles to provide insight into best practices for affluent families, family offices and their advisors.

Southeastern Family Office Forum (The Forum) – The purpose of The Forum is to create a peer-to-peer educational and networking opportunity in a safe, academic environment. Staffed by scholars, industry experts, family members and family office executives, The Forum provides thought leadership regarding non-investment, non-tax issues that are unique to families of significant wealth. The Southeastern Family Office Forum (SEFOF) is one of the annual events held by Family Office Forum, LLC.

Family Office Exchange (FOX) – Founded in 1989, FOX is a leading provider of strategic advice for families of exceptional wealth. As an independent advisor, FOX offers education on complex financial and human capital issues and guidance on the selection of appropriate advisors. Wellspring Associates is a member of the FOX Thought Leaders Council. In addition, we take an active leadership position in other related organizations that serve these families and their advisors. 

The Community Foundation for Greater Atlanta – The Community Foundation for Greater Atlanta connects donors, nonprofits, community leaders and other partners to make philanthropy happen. The Community Foundation works directly with donors and their families to educate them about issues in the community and support their personal philanthropic goals. Principals of Wellspring Associates have served on the Board of Directors, on the Philanthropic Services Committee and as Chairman and members of the Planned Giving Advisory Board.

National Association of Estate Planners and Councils – The mission of the National Association of Estate Planners and Councils is to promote the highest quality estate planning services by developing and improving the capabilities of Council members, fostering cooperation among the professional disciplines in the field, and familiarizing the public with estate planning matters. Wellspring Associates principals have served as past presidents of their local organization.