A Thoughtful Approach to Selecting a Financial Advisor

A Thoughtful Approach to Selecting a Financial Advisor

The decision to engage an advisor to help you manage your finances is a very difficult and personal process.  Before you start interviewing candidates, make sure you spend some time considering “what” you hope an advisor can or should provide to you.

GenSpring Family Offices crunchbase. World trends news October 2017. Fullscreen image gallery

GenSpring Family Offices crunchbase. World trends news October 2017. Fullscreen image gallery

Walters to Speak at Lion Street Trusted Advisor Conference

News Release

CROWN GLOBAL TO SPONSOR LION STREET INC.’S TRUSTED ADVISOR CONFERENCE ON JUNE 11-13 IN LAS VEGAS

 JUN 9, 2017

GenSpring Family Offices’ Chris Walters to Present Session Focused on Best Practices of Multi-Generational Families 

Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced

Trust & Estates Article on Trends and Challenges Faced by Families of Wealth

Article by Chris Walters and Pat Soldano on the evolving trends in the multi-family office industry and the challenges they pose to families of wealth.

Snapping to Attention READ ARTICLE HERE

Trump's cabinet is worth $14 BILLION - so no wonder they're living the lifestyles of the super-rich (down to forgetting to mention the odd $100 million, say experts)

Reuters Article

Article first appeared in The Daily Mail 1/27/17

West-coast millionaires looking for multi-family offices

Echievement Article