Private Wealth

Depending on your stage in life and your goals and objectives, our work in financial planning is comprehensive and will help prepare you for the future. Not only do we believe in growing your hard-earned money but preserving it. We assess the financial landscape – college tuition, emergency fund, a second home, and retirement – and develop a plan that will give you the freedom to live your ideal life.

Taxes are a fact of life. We appreciate this well-worn tome, but at Greenspring we employ strategies to reduce our clients’ tax burden. Greenspring experts are well versed in all the options that help keep your money working for you ranging from simple steps like maxing out your 401(k), shifting income using the Gift Tax Exclusion, owning real estate, investing in tax-free municipal bonds to deducting business expenses, and investing in assets such as a second home or a yacht. These strategies are designed to keep your money working for you.

We have been offering clients discretionary portfolio management services since Greenspring was formed. Our portfolio managers have decades of experience and thrive on maintaining and building partnerships with clients. We understand that some clients want us to handle the decision making when it comes to their investments. But we believe it is critical to work with the client to develop a strategy and keep them abreast of every decision affecting their portfolio.

We understand what it means to give back and have a positive impact on society, which is why we are experts when it comes to helping individuals, families, nonprofits, and corporations develop strategies around philanthropic giving. We weigh all questions: Why give? How much? To whom? We look at all options from gifts and grants to endowments. In the end, individuals, families, nonprofits, or corporations interested in these services want to have an impact on their communities. We make sure the strategy is set and executed.

Planning the transfer of assets to loved ones after your death can be emotional and complicated. Even the smallest decisions seem monumental. Our advisers have decades of experience in estate and legacy planning and are adept at taking the emotion out of such decisions. While empathetic, our advisers have experience putting together strategies that take the anxiety out of the distribution of assets. Our experts look at every angle from distributing assets, minimizing tax burden, protecting assets, and fulfilling obligations to philanthropic organizations.

Our clients work hard for their money and many are so busy they barely have time to look at their checkbook let alone bank statement. That is why we use comprehensive reporting tools to help them quickly analyze their financial performance and compare it with industry benchmarks. We want our clients to see the entire picture of how their money is being invested and how it is performing. We believe being able to quickly see results leads to sound decision-making and successful money management.

Families today are on the go. That is why we provide strategies and systems to help busy families manage their daily finances. With our team of dedicated financial experts, we see how the money flows because we are on the ground. We work closely with families not only to understand their finances, but their worries, challenges, goals, objectives, and long-term view of where they see themselves in 10 or 20 years.

Leaving money to your heirs is often complicated and can result in strained relationships between family members. We are experts in the field of understanding legacy issues, family dynamics, tax laws and the administrative duties that go along with distributing wealth. We are committed to making sure your wishes are fulfilled and challenges are met head on while your legacy lives on.