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FAMILY OFFICE SERVICES

Investment
Management

Investing with intention, purpose, and care.

OVERVIEW

Wellspring's Investment Planning Services

Wellspring provides customized investment management services for ultra-high net worth individuals and families. We connect investment decisions with the tax, estate, financial, and family considerations that shape your wealth.

Purposeful Planning

We align your full financial picture, including your balance sheet, entities, and goals, so everything works together toward your family’s long-term vision.

Personalized Portfolio Management

We design and manage risk-adjusted portfolios across multiple asset classes, handling daily operations including rebalancing and liquidity planning, to keep your investments aligned with your objectives amidst changing circumstances.

Investment and Manager Selection

We evaluate and recommend institutional-quality investment options tailored to your goals by sourcing a variety of managers in both public and private markets.

Comprehensive Reporting

We provide unified reporting that gives families a clear, consolidated view across distributed assets, enabling better understanding and informed decision-making.

Proactive Guidance

We stay in close communication, offering timely insights into the capital, market, evolving risks, and new opportunities. Our goal is to equip you with the context and clarity needed to make confident decisions.

A Broader Investment Perspective

As your family’s investments become more diverse and spread across accounts, institutions, and asset types, it can become harder to see how everything fits together.

Wellspring brings your full investment picture into view, from public and private investments to real estate and business interests.

We assess how each component relates to the others, identify overlapping or conflicting decisions, and coordinate with the professionals involved so one advisor’s recommendation does not create an unintended issue elsewhere.

Our Integrated Approach to Investment Management

A True Family Office Relationship

Investment management is part of a broader family office relationship, connecting portfolio decisions with financial and estate planning, tax management, family governance, and education. Our team coordinates these disciplines around your family’s full financial picture.

An Independent, Fee-Only Fiduciary

As an independent, fee-only fiduciary, we evaluate investments and managers without restricting recommendations to proprietary products. Your family’s assets remain with a separate custodian, allowing Wellspring to provide independent advice and oversight, while giving your family flexibility as your needs change.

Ownership with a Long-Term Orientation

Wellspring’s ownership structure expands our capabilities while supporting long-term continuity. It gives us the flexibility to invest in our people and resources with the multigenerational needs of the families we serve in mind.

Experienced, Credentialed Professionals

Many of our senior client-service professionals hold recognized credentials, such as CPA, CFP, CIMA, or CFA, which equip them to recognize when investment decisions require coordinated tax, estate, business, operational, or family expertise.

Clear Portfolio Visibility

A leading wealth management platform built for family offices and complex wealth brings investments across custodians, entities, and asset classes into one view. Your entire family receives clearer reporting and a more complete picture for investment decisions.

Goal-driven advice shaped around your family.

Our investment service model is built around each family’s goals, with an unwavering commitment to exceptional service. As a fiduciary, we put your best interests first with every recommendation and decision.

Talk With Us About Your Family's Investment Picture

Path Make the Call

Frequently Asked Questions

Who is Wellspring's Investment Management service designed for?

Wellspring serves ultra-high net worth individuals and families whose financial lives have reached a level of complexity that benefits from an integrated family office. Our relationships are designed for families seeking coordinated investment management, planning, tax, governance, and financial administration.

Yes. Portfolio decisions take into account your family’s objectives, risk tolerance, existing financial circumstances, and liquidity needs, with ongoing reviews as those circumstances change.

Wellspring advises on ETFs, mutual funds, individual equities, fixed income, private/alternative investments (such as private equity, private credit, and real estate), and similar investments.

We do not offer proprietary investment products.

Yes. Wellspring’s One-Call Approach is built on coordinating your family’s broader financial life and the people involved in it. It does not require one Wellspring professional to perform every function or assume that every existing outside advisor must be replaced.

Wellspring provides both discretionary and non-discretionary advisory relationships.

We bring holdings across accounts and entities into a clear, current view so you can see the full portfolio in one place. You have access to a leading wealth management platform, allowing you to stay connected and make more informed decisions.

Explore Wellspring's Integrated Multi-Family Office

See how Investment Management connects with the broader work Wellspring coordinates for ultra-high-net-worth families, from planning and tax considerations to family governance and the professionals already serving your family.

Wealth & Tax Planning
Family Governance & Education
Be Well Solutions