Hap and Ellen Perry, along with a handful of legacy families, founded GenSpring in 1989 as a multifamily office to provide wealth management advice to wealthy families across all aspects of their wealth. They were driven in no small part to create GenSpring by their intense dissatisfaction with traditional wealth management providers: private banks, financial services firms, trust companies, etc. Though great advisors existed within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice.

GenSpring is a special formula of big and small with a culture that consistently balances the two in the best interests of clients.

GenSpring has created a community of wealth management professionals who share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a family's side of the table.