Our team of experts work with Family Offices to help integrate wealth transfer, business succession and philanthropic planning. Wellspring Associate's Wealth Integration Solution™ helps clarify goals, clearly defining what matters in defining and achieving a family’s legacy. Our Wealth Integration Process™ is a proven system, encompassing four phases: Discovery, Analysis, Implementation and Maintenance.
Through comprehensive Life Insurance Planning Audits and Estate and Business Planning Audits, we help provide Clarity for Complex Issues™. We work with Family Offices to ensure planning, structures and strategies advance a family’s goals.
Wellspring Associates is an active member of the primary organizations serving the estate planning, philanthropic and family office communities, including The Southeastern Family Office Forum (SEFOF) and the Family Office Exchange (FOX).