Helping successful families and business owners integrate all aspects of wealth.


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Clarity for Complex Issues™

Success fosters new opportunities, which can often produce a fresh set of challenges. Wellspring Associates, a wealth planning and consulting firm, has a history of anticipating and planning for these circumstances.  We work with affluent, multi-generational families, family offices, and their valued advisors to create integrated wealth transfer, business succession, and philanthropic plans.

Wellspring Associates provides comprehensive planning audits to uncover the gaps, overlaps, and conflicts of each client’s current plan. Our process then helps integrate and update the client’s plan based on their goals, values, and overall wealth philosophies.

Where do you really stand? Are your goals clearly defined? Is the planning to achieve those goals fully implemented, well-coordinated, and thoughtfully maintained? A plan that does not take an integrative approach can have a significant impact on family harmony, taxation, and the ability to seize opportunities.

Wellspring Associates understands the opportunities and challenges that significant wealth creates for families, family offices, and the advisors who guide them. We offer Clarity for Complex Issues™ through our comprehensive Wealth Integration Solution.


Get to know our approach:

Wealth Integration Solution™       

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Wealth Integration Process™

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Estate & Business Planning Audit

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Life Insurance Planning Audit

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Wellspring Associates serves families of significant wealth across the United States, with offices in Atlanta and Dallas.