Wellspring Family Office

Wellspring Financial Advisors, LLC, founded in 2007 and based in Cleveland, Ohio, is an independent personal wealth management and multi-family office firm. It specializes in holistic financial planning, investment management, family governance, and tax strategies for multi-generational families.

Wealthspire Advisors LLC, founded in 1995, is a national wealth management firm headquartered in New York, with extensive services including financial planning and investment management, managing over $31 billion in assets. The firm has a broad geographic presence across the United States, with additional offices in states such as California, Colorado, and Florida.

Corps Capital Advisors, a multi-family office founded in 2019 and headquartered in Southlake, Texas, specializes in wealth management, estate and tax planning, investment strategies, and charitable giving to enhance client financial outcomes and family legacies.

Superior Planning, founded in 1982 and based in San Diego, is an independent multi-family office specializing in wealth management and investment advisory for high-net-worth families. The firm emphasizes tailored strategies, estate and succession planning, and diversified portfolios aligned with long-term client goals.

Wasson Enterprise is a Chicago-based family investment office founded in 2016 by Greg Wasson, former CEO of Walgreens Boots Alliance. The firm invests in diverse sectors including consumer goods, retail, clean tech, and healthcare, focusing on sustainable growth and impactful ventures.

Springlake Partners, LLC is a family office specializing in real estate, financial services, and hospitality, managing a diverse portfolio of strategic investments. The firm implements relationship-driven strategies to build and scale companies, with a focus on unique market approaches.