9-3-13 10:20 AM EDT | Email Article

GenSpring Family Offices, a leading wealth management firm for ultra-high net worth families, is pleased to announce the promotion of David Vines to President of the firm’s Charlotte family office. Vines will now oversee all operations and delivery of multi-family office and investment management services to client families throughout the Carolinas.

GenSpring is trusted by many of the world’s wealthiest families to oversee and manage important aspects of their financial lives. With a nearly 25-year history of serving ultra-high net worth clients, GenSpring’s local family offices combine comprehensive wealth management advice and service tailored to each client’s unique needs and objectives.

“Increasingly, wealthy families are recognizing that integrated wealth management advice and services greatly improves their likelihood of sustaining and enhancing wealth across generations,” said David Vines. “Many families in the Carolinas have chosen GenSpring to help them navigate some of the most difficult issues that can accompany significant wealth.”

“David Vines is the natural choice to champion GenSpring in the Carolinas,” said Chief Advisory Officer David Bokman, to whom Vines reports. “Client families have confidence and trust in him; he has the respect of his colleagues and an impressive history and familiarity with the local market.”

Vines received his JD degree, with honors, from The University of North Carolina School of Law in Chapel Hill, where he was a member of the Law Review, and is a Cum Laude graduate of Northeast Louisiana University where he received a BBA in Accounting. He is also a Certified Public Accountant, and has been designated a Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization.

About GenSpring Family Offices

Founded in 1989, 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 was the highest ranked fee-only advisor on Forbes’ 2013 Top 50 Wealth Managers List. For more information on GenSpring Family Offices please visit www.GenSpring.com.

The Kaufman Group
Chuck Kaufman, 617-641-9005
GenSpring Family Offices
Katie Folmar, 561-354-0867

Copyright Business Wire 2013
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Morningstar - 2013/9/3 - GenSpring Family Offices Names Area Wealth Advisory Veteran David Vines President of Charlotte Family Office
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