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GenSpring Continues Expansion in California with Addition of Eight in San Francisco Family Office
[March 12, 2014]

GenSpring Continues Expansion in California with Addition of Eight in San Francisco Family Office

JUPITER, Fla. --(Business Wire)--

GenSpring Family Offices, a leading wealth management firm for ultra-high net worth families, is pleased to announce the expansion of the firm's national footprint with the development of its family office in San Francisco. This marks GenSpring's second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January. GenSpring has 14 family offices nationwide and the firm's recent moves underscore a continuing commitment to California, in which it has family offices in Costa Mesa, Los Angeles and San Francisco.

While GenSpring has provided integrated and objective advice to wealthy families and investors in Northern California for years, this expansion makes available more San Francisco based professionals to deliver family office services individually tailored to help families sustain and enhance wealth across generations.

The eight-person San Francisco team is helmed by three highly experienced industry veterans. Family Investment Officer Stevn Cutcliffe brings over 20 years of insight and expertise working with Bay Area families of substantial wealth. Most recently, Steve served as Managing Director at SunTrust Private Wealth Management helping clients effectively manage their personal wealth and business-related financial needs.

With over 30 years of experience, Family Investment Officer William Oscher specializes in helping ultra-high net worth clients meet their intergenerational wealth management goals by developing customized investment strategies and overseeing the active management of their investment assets. Family Investment Officer Bill Hageboeck brings extensive expertise in investment management and financial planning and is responsible for overseeing investment policy formation, manager selection, client asset allocation and portfolio performance reviews.

"Over the last 25 years, we have established our firm as a clear market leader among multi-family offices," said Pat Soldano, Managing Director of Client Service for the firm's Western Region, to whom the San Francisco team will report. "This expansion in San Francisco is the next logical step as the demand for our objective wealth management services continues to grow. California has been a major strategic focus for GenSpring and we are excited and pleased to offer such a strong team of experts to serve Northern California clients."

GenSpring's San Francisco family office is located at One Montgomery Street, Suite 3220, San Francisco, CA (News - Alert) 94104.

About GenSpring Family Offices

Celebrating its 25th anniversary in 2014, GenSpring Family Offices, an affiliate of SunTrust Banks, Inc. (NYSE:STI), is a leading wealth management firm for ultra-high net worth families. Once limited to a few of the world's wealthiest families, the benefits of the family office are rapidly becoming known to a wider circle of ultra-high net worth clients. GenSpring was named 2012 Best Overall Multi-Family Office by Private Asset Management magazine, ranked #1 on Financial Planning magazine's 2012 Top 50 RIAs and most recently ranked #3 on Forbes' 2013 Top 50 Wealth Managers List. For more information on GenSpring Family Offices, please visit

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