4.0
Jan 28, 2014
Former employee, more than 3 years
Recommend
CEO approval
Business outlook
Pros
Innovative and hands-on advice to ultra high-net worth families. Strong relationships with clients, as GenSpring sat on the same side of the table as the families they were advising. Next generation education and other materials from the learning center were top notch.
Cons
Poor investment philosophy execution. Some clients did not seem to understand what they were invested in.