Business Details
45 Years
experience
Trusted Wealth Integration Solutions for Affluent Families
Founded in 1981, Wellspring Associates has established itself as a leader in comprehensive wealth planning for affluent families, family offices, and business owners. Our approach combines decades of industry experience with a proprietary Wealth Integration Solution designed to address complex financial challenges through coordinated estate transfer, business succession, and philanthropic planning. We collaborate closely with clients' existing advisory teams to ensure seamless implementation of strategies that align with individual values and long-term objectives.Our team of seasoned professionals utilizes advanced financial modeling and data analysis to identify gaps in existing plans, while maintaining proactive communication to adapt strategies as family and business dynamics evolve. With offices in Atlanta and Dallas, we serve high-net-worth clients across the United States, emphasizing transparency, fiduciary responsibility, and personalized service throughout our client relationships.
Services
Wealth Integration Planning
Estate Planning Audit
Life Insurance Evaluation
Business Succession Strategy
Philanthropic Planning
Asset Protection Analysis
Family Office Services
Tax Planning Strategies
Professional Advisor Coordination
Wealth Transfer Solutions
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of specialized experience in complex wealth planning
- Our proprietary Wealth Integration Solution ensures coordinated financial strategies
- We conduct comprehensive audits to identify gaps in existing estate plans
- Our team includes professionals with advanced financial designations (CFP, ChFC, CLU)
- We maintain affiliations with leading financial services organizations for expanded resources
Services
Wealth Integration Solution
Our Wealth Integration Solution provides comprehensive financial planning for affluent families and business owners. This service coordinates estate transfer, business succession, and philanthropic planning through a systematic approach that aligns with clients' values and objectives. By analyzing existing strategies and identifying gaps, we create customized plans that evolve with changing family and business dynamics.
Estate Planning Audit
Our estate planning audit evaluates existing wealth transfer strategies to identify conflicts and inefficiencies. Using financial modeling and data analysis, we assess estate plans for alignment with current family goals and recommend coordinated solutions that minimize tax implications while preserving wealth for future generations.
Life Insurance Planning Audit
This specialized audit reviews life insurance portfolios for cost-effectiveness and strategic alignment. Our licensed professionals analyze policy performance, tax implications, and integration with overall wealth plans to ensure optimal coverage for estate liquidity, buy-sell agreements, and asset diversification needs.
Business Succession Planning
We develop tailored succession plans that ensure smooth business transitions while maintaining family harmony. Our approach coordinates legal, financial, and operational considerations to protect business value and facilitate generational transfers or external exits through comprehensive planning and implementation support.
Family Office Services
Our family office solutions provide coordinated management of complex wealth across multiple generations. We help families establish governance structures, implement investment strategies, and maintain organized record-keeping systems while facilitating communication between various professional advisors to ensure consistent execution of wealth management objectives.
People
John S. Adams
Partner
John S. Adams brings extensive experience in wealth planning, focusing on estate transfer strategies and business succession for high-net-worth families through personalized, coordinated solutions.
Brian C. Friedman
Managing Director
Brian C. Friedman specializes in integrated wealth planning, helping families navigate complex financial structures while maintaining alignment with personal values and philanthropic goals.
Stephen T. Herlihy
Partner
Stephen T. Herlihy offers decades of expertise in developing comprehensive wealth transfer plans that address both immediate needs and long-term generational considerations for affluent families.
Gregory A. Raabe
Managing Director
Gregory A. Raabe focuses on coordinating multi-disciplinary planning efforts, ensuring seamless implementation of wealth strategies through collaboration with legal and tax professionals.
Joel S. Tremmel
Senior Financial Planning Consultant
Joel S. Tremmel provides technical expertise in financial modeling and strategy development, supporting clients through detailed analysis of wealth transfer scenarios and tax optimization opportunities.
Questions
What makes your wealth planning approach different from traditional methods?
Our Wealth Integration Solution coordinates all aspects of wealth transfer, business succession, and philanthropy through collaborative planning with your existing advisors.
How do you handle complex estate planning for multi-generational families?
We conduct comprehensive audits to identify gaps in existing plans and develop coordinated strategies that evolve with changing family dynamics and objectives.
What experience do you have with business succession planning?
With 40+ years of experience, we create customized succession plans that protect business value while facilitating smooth transitions across generations or external exits.
How do you ensure ongoing plan effectiveness?
We implement regular reviews and maintenance protocols to adapt plans to life changes, tax law updates, and emerging opportunities while maintaining coordination with advisors.
What qualifications do your team members hold?
Our team includes professionals with advanced designations like CFP, ChFC, CLU, and AEP, along with decades of specialized experience in complex wealth planning.
