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
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Chris Walters to Speak at International Wealth Management Forum
GenSpring executive, Chris Walters, will present on the asset allocation strategies of Family Offices at the International Wealth Management Forum. @IFG #investment #familyoffice
Walters to Speak
Walters to Speak
Wednesday, June 24, 2015
GenSpring Snags Rabobank Wealth Exec
Bank Investment Consultant
The ultrahigh-net-worth affiliate of SunTrust Bank has tapped an industry veteran to increase the firm's business throughout the western United States.
Chris Walters joined GenSpring Family Offices in Costa Mesa, Calif., as managing director for the West Region. He will oversee the firm's family offices in Los Angeles and San Francisco, GenSpring announced in a press release last week.
Walters was previously an executive vice president at Rabobank, where he led the institution's private banking, personal trust, asset management, institutional trust, brokerage, insurance, financial planning and wealth management services. Prior to that, he served as executive vice president at Citizens Business Bank. He also held executive positions at national and international wealth management firms, including Atlantic Trust, Citi Bank and Mellon, according to SunTrust.
"Chris Walters has a long-standing history of helping families achieve their financial goals," Willem Hattink, CEO of GenSpring, said in a statement. "Combined with his background in building and growing wealth management teams from the ground up, Chris has the right combination of experience to lead the West Region."
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Thursday, June 18, 2015
GenSpring Hires Industry Veteran
JUPITER, Fla., June 18, 2015 /PRNewswire/ -- GenSpring Family Offices, a leading wealth management firm for ultra-high net worth families, has named Chris Walters managing director for the West Region. Walters brings more than 25 years of experience to GenSpring, including a background of building and growing successful wealth management teams designed to provide best-in-class service to clients.
In this role, Walters will be responsible for business growth throughout the western United States. He will be based in GenSpring's Costa Mesa, Calif., family office and oversee GenSpring's Los Angeles and San Francisco family offices.
"Chris Walters has a long-standing history of helping families achieve their financial goals," said Willem Hattink, CEO of GenSpring. "Combined with his background in building and growing wealth management teams from the ground up, Chris has the right combination of experience to lead the West Region."
Walters joins GenSpring from Rabobank, N.A. where he served as executive vice president. In this role, Walters led Rabobank's private banking, personal trust, asset management, institutional trust, brokerage, insurance, financial planning and wealth management solutions. Previously, Walters served as executive vice president at Citizens Business Bank where he created Citizens Trust. He also has held executive positions at national and international wealth management firms, including Atlantic Trust, Citi Bank and Mellon.
Walters is active in the Southern California community, having served on the Board of Directors for a variety of not-for-profit organizations, including the Orange County Performing Arts Center, South Coast Repertory Theater, the Pacific Symphony and Little League.
About GenSpring Family OfficesFounded in 1989, GenSpring Family Offices, an affiliate of SunTrust Banks, Inc. (NYSE: STI), is a leading wealth management firm for ultra-high net worth families. Once limited to a few of the world's wealthiest families, the benefits of the family office are rapidly becoming known to a wider circle of ultra-high net worth clients. GenSpring was named 2012 Best Overall Multi-Family Office by Private Asset Managementmagazine, ranked as one of the top three Fee-Only Advisors in America on Forbes' 2013 list of RIA Giants and for four consecutive years has been ranked as one of the top 20 family offices in the world by Bloomberg (2011, 2012, 2013, 2014). For more information on GenSpring Family Offices, please visit www.GenSpring.com.
SOURCE GenSpring Family Offices
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