Wellspring Family Office Announces Strategic Partnership with The Pritzker Organization

Wellspring Family Office Announces Strategic Partnership with The Pritzker Organization

Cleveland, Ohio, September 15, 2025 — Wellspring Family Office has entered a strategic partnership with The Pritzker Organization (TPO). This partnership strengthens Wellspring’s ability to serve families with expanded capacity and specialized services while preserving its independence, values, and client-first culture.

For more than 70 years, TPO has partnered with exceptional leaders and businesses, focusing on thoughtful investments with long-time horizons. Unlike private equity, which prioritizes short-term gains, TPO provides permanent capital and a shared long-term vision for the future. This approach aligns closely with Wellspring’s mission to provide guidance and support for families across generations.

“This partnership allows Wellspring to grow our service offerings, strengthen our resources, and deepen the tailored solutions we provide without changing who we are and remaining independent,” said Michael Novak, founder and CEO of Wellspring. “Our mission remains the same as we continue to deliver our one phone call personalized service, trusted relationships, and uncompromising excellence to the families we serve.”

“We’re excited to enter this long-term partnership with Wellspring based on the core values and vision we share,” said Jason Sussman, Managing Director, The Pritzker Organization. “We were drawn to the way they put people and families at the center of everything they do. We are excited to support them as they continue to innovate on the multifamily office model with that North Star.”

Wellspring’s leadership, advisory teams, and investment philosophy remain unchanged. Clients will continue to receive the same high-touch, thoughtful service they know and trust. With TPO’s support, Wellspring will expand its capabilities in investment, tax, and trust services, strengthen banking and advisory relationships, enhance technology and operations, and thoughtfully grow its team with top professionals who share the firm’s values.

 

About Wellspring Family Office

Wellspring Family Office is an independent, fee-only multi-family office serving ultra-high-net-worth individuals and families. Founded in 2007 by CEO Michael Novak and headquartered in Cleveland, Ohio, the firm provides integrated wealth and tax planning, investment management, family governance and education. Learn more at www.wellspringfo.com.

 

About The Pritzker Organization

The Pritzker Organization (“TPO”) is the family office and principal investing team for the business interests of the Tom Pritzker family. TPO focuses on partnering with exceptional leaders to create value in their companies over a long-time horizon. They believe the ability to be flexible, hold assets with an indefinite time horizon, and partner with management teams and other investors is a strategic advantage. For more information, visit www.pritzkerorg.com.

 

Media Contact

Monica Estrada
Gregory FCA for Wellspring
Wellspringfamilyoffice@GreoryFCA.com

267-503-4770

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Wellspring Financial Advisors Rebrands as Wellspring Family Office

Wellspring Financial Advisors Rebrands as Wellspring Family Office

The firm reinforces its commitment to serving the integrated planning and lifestyle needs of multi-generational, ultra-high-net-worth families 

Cleveland, OH — 9/8/25 — Wellspring Financial Advisors has rebranded as Wellspring Family Office, a change that better represents the firm’s holistic approach to serving multigenerational families.

Since its founding, Wellspring has provided far more than financial advice, acting as a single point of connection for wealth management, tax planning, investment strategy, family governance, and personal well-being. The new name reflects the breadth of these services and the firm’s dedication to supporting families across generations. 

“This rebrand reflects who we have always been,” said Michael Novak, Founder and Chief Executive Officer. “I founded Wellspring to offer ultra-high-net-worth individuals and families a partnership they can feel truly confident about. We manage the full scope of a family’s financial life while fostering unity, legacy, and personal fulfillment, and the name Wellspring Family Office captures our commitment to delivering personalized guidance that supports the families we serve.”

Wellspring Family Office offers a fully integrated approach that includes strategic financial and estate planning, proactive tax management, investment portfolio design and oversight, business advisory, family governance and education, and dedicated support for physical, mental, and emotional well-being.

Wellspring continues to be guided by a deeply held belief: when families Live Well, Sleep Well, and Be Well, they are empowered to thrive today and for generations to come. This purpose shapes every aspect of the firm’s work, bringing clarity and confidence to even the most complex financial decisions. Wellspring is proud to serve as a true partner to the families it supports, offering thoughtful guidance, meaningful relationships, and the comprehensive resources of a multi-family office, all in one trusted place. Wellspring has 35 full-time employees and oversees over $6.5 billion in client net worth as of June 2025.

 

About Wellspring Family Office

Wellspring Family Office is an independent, fee-only multi-family office serving ultra-high-net-worth individuals and families. Founded in 2007 by CEO Michael Novak and headquartered in Cleveland, Ohio, the firm provides integrated wealth and tax planning, investment management, family governance and education. Learn more at wellspringfo.com.

 

Media Contact

Monica Estrada
Gregory FCA for Wellspring
Wellspringfamilyoffice@GreoryFCA.com

267-503-4770