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May 30, 2015 7:36 PM ET

Capital Markets

Company Overview of GenSpring Family Offices, LLC

Company Overview

GenSpring Family Offices, LLC is a privately owned multi-family office with approximately $5.88 billion in assets under management. It also provides estate and trust planning, tax planning, and philanthropy services to its clients. The firm provides its services to individuals, typically high net worth individuals; pension and profit sharing plans; pooled investment vehicles; charitable organizations, and corporations. It invests in the public equity and fixed income markets of the United States. The firm also makes its investments in private equity and hedge funds. GenSpring Family Offices was founded in 1989 and is based in Palm Beach Gardens, Florida with additional offices in Atlanta, G...

3801 PGA Boulevard

Suite 555

Palm Beach Gardens, FL 33410

United States

Founded in 1989





Key Executives for GenSpring Family Offices, LLC

Chief Executive Officer
Chief Operating Officer
President of Buckhead office
President of Atlanta office
Compensation as of Fiscal Year 2014.

GenSpring Family Offices, LLC Key Developments

GenSpring Family Offices, LLC Presents at Alternative Investing Summit, Dec-08-2014 03:45 PM

GenSpring Family Offices, LLC Presents at Alternative Investing Summit, Dec-08-2014 03:45 PM. Venue: Riz-Carlton Laguna Niguel, Dana Point, California, United States.

GenSpring Family Offices, LLC Presents at Family Office & Private Wealth Management Forum - West, Oct-29-2014 10:45 AM

GenSpring Family Offices, LLC Presents at Family Office & Private Wealth Management Forum - West, Oct-29-2014 10:45 AM. Venue: Napa Valley Marriott Hotel & Spa, 3425 Solano Avenue, Napa, CA 94558, United States.

GenSpring Family Offices Announces Executive Appointments

GenSpring Family Offices announced the addition of two Managing Directors of Client Development in the firm's South Region. John Frazer joins GenSpring to lead client development efforts in Georgia, Tennessee, and the Carolinas. Dale Sands joins to lead client development efforts focused on business owners and executives. In addition, GenSpring has named Chris Trokey as Managing Director of Client Service for the South Region. Trokey, a 10-year GenSpring veteran who previously served as Family Investment Officer, leads a team of more than 30 family office professionals and is responsible for overseeing all aspects of the client experience across the firm's Atlanta, Charlotte and Nashville family offices. Prior to joining the firm, Mr. Frazer spent 25 years with SunTrust Bank, most recently as Executive Vice President, Private Wealth Management Division for all of Georgia and North Florida. In this new role, Mr. Sands will work in close partnership with SunTrust Robinson Humphrey, the full service corporate and investment banking arm of SunTrust Banks Inc. with more than 1000 public and private clients across the country ranging from emerging growth companies to the Fortune 500. Most recently, Mr. Sands served as a senior member of SunTrust Robinson Humphrey's Merger and Acquisition Group.

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