Our Clients

Wellspring Associates develops long-term relationships with affluent, multi-generational families, family offices, and their advisors to fully integrate wealth transfer, business succession, and philanthropic planning. We have built and refined our Wealth Integration Solution™ and Wealth Integration Process™ to empower clients to achieve their goals. Comprehensive planning audits complement this approach, providing clarity through detailed review and analyses to ensure that all planning, structures, and strategies are in synchrony.

Clients who benefit from our distinctive methodology includes:

Families of Wealth

Our team partners with you to clarify your goals and clearly define what matters most to steer the course of your family’s legacy. We are committed to ensuring that your wealth strategies are integrated to advance your family’s objectives.

Family Offices

Our team works with family offices to help integrate wealth transfer, business succession, and philanthropic planning. Wellspring Associate’s Wealth Integration Solution™, Wealth Integration Process™, and comprehensive life insurance planning and estate and business planning audits provides Clarity for Complex Issues™ to structure optimal strategies.

We are active members of the primary organizations that service the estate planning, philanthropic, and family office communities including The Southeastern Family Office Forum (SEFOF) and the Family Office Exchange (FOX).

Professional Advisors

Wellspring Associates does not serve as a replacement to a family’s trusted professional advisors such as personal attorneys, corporate attorneys, CPAs or investment advisors. Many advisors, in fact, have come to rely upon our ongoing coordination, comprehensive approach and financial modeling, and often times refer their clients to our firm. We integrate within this team to service our mutual clients, developing holistic, integrative plans.

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