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FAMILY OFFICE SERVICES

Be Well Solutions

Supporting the health, wellbeing, and peace of mind of your family

OVERVIEW

Wellspring's Be Well Solutions

Wellspring’s Be Well Solutions extends our family office support to areas of life beyond traditional wealth management. We provide families access to a curated and vetted network of experienced professionals, with services personalized to each family’s needs that arise throughout life.

Health & Wellness

We connect your family with qualified providers for elder care, counseling, mental health support, professional coaching, and concierge-level medical services. 

Travel & Transportation

We offer access to professionals for bespoke travel planning and transportation, including private aviation, drivers, and other services that make travel more seamless for your family. 

Privacy & Security

We pair your family with specialized guidance for personal security, home safety, cybersecurity, and digital protection. 

OUR APPROACH

Built on Trust

Be Well grew from serving alongside families over time and seeing firsthand that the matters they bring to a trusted advisor do not always fit neatly within a conventional list of financial services.

Wellspring advisors are a continuing presence as families celebrate milestones, pursue meaningful experiences, care for aging family members, and navigate the many personal and lifestyle needs that arise along the way. Whether a family is planning a special trip, looking for exceptional healthcare, protecting their privacy and security, or seeking help with a personal need, Wellspring can connect them with trusted professionals who will make it happen. 

When something comes up, families know they can make one call to Wellspring. Their advisor understands what they are looking for, knows where to turn, and helps bring the right people together.

For years, families have trusted Wellspring with the most
important decisions in their lives.

Be Well is an extension of that trust.

Be Well Solutions give families:

  • Specialized expertise to approach consequential decisions with greater confidence.
  • Thoughtful coordination that lightens the demands on your family’s time and attention.
  • More time for the people, priorities, and experiences you value.
  • Peace of mind that important matters are receiving thoughtful attention.

CONTACT US

One call is all it takes.

Path Make the Call

Frequently Asked Questions

How do families access Be Well resources when a need arises?

Your Chief Family Advisor is your first call. With a deep understanding of your family and the full resources of Wellspring behind them, they can quickly determine what support is needed and connect the right expertise. 

 Wellspring develops relationships with experienced, accredited professionals and service providers, taking the time to understand their expertise, approach, reputation, and commitment to discretion before considering them for our network.

Be Well is part of Wellspring’s integrated multi-family office approach. Your Chief Family Advisor remains at the center of the relationship, coordinating with the Wellspring team and outside professionals as financial and personal needs intersect.

Be Well Solutions facilitates introductions to independent third-party providers. Wellspring does not provide medical, mental-health, counseling, treatment, or similar professional services and does not endorse, credential, supervise, or guarantee any provider or the results of a provider’s services. Clients are responsible for independently evaluating and selecting providers. Wellspring does not receive referral fees or other compensation from providers for these introductions. Be Well Solutions is available only to eligible Wellspring clients and is subject to the client’s engagement letter and our Third-Party Provider Terms.

Explore Wellspring's Integrated Multi-Family Office

Be Well extends Wellspring’s support into the personal matters that can shape your family’s quality of life. That support is part of a broader family office relationship where financial priorities and personal circumstances are considered together.

Explore how Wellspring supports your family through Wealth & Tax Planning, Investment Management, and Family Governance & Education.