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The advice offered by GenSpring International, formerly TBK (Trust Behind Kapital) is focused on financial services and wealth advisory, including a wide range of services specifically for wealthy families or businesses.
GenSpring International is able to distinguish itself from traditional Private Banking by separating the custody of client assets from advisory management. We offer objective, personalized, and transparent advice without any custody risk, commitments, or hidden fees.
Our Corporate Asset Management Advisory service is available to businesses as varied as auto parts manufacturers and Latin American banks. Our service includes independent and objective advice through the analysis of existing strategies and investments.
We then propose a plan for maximum returns balanced with safety of principal, utilizing third party investment products while abiding by all internal and external regulations. Our primary objective is to offer sound solutions for efficient Treasury management, allowing company leaders more time to focus on other business matters.
Global Financial and Investment Consultant
Using an extensive global menu of investment alternatives, GenSpring International, formerly TBK implements sophisticated and client focused strategies to best meet the specific financial needs of each family.
Consolidated Statements
All the information of the various financial institution providers is gathered and consolidated into one statement using our in-house software program. The data is precisely inputted and closely reviewed by our staff thereby presenting our clients with one simple, global view of their combined portfolios.
Offshore Accounts and Legal Structures
We help to research and establish the most appropriate structure that is best suited for asset protection and continuity of generational estate plans.
Family Generational Planning
We assist family members with the often uncomfortable task of carefully planning for the efficient transfer of assets from one generation to the next.
Audit and Control
All investment activity and movement of money (such as dividends, interest, cash disbursements and management fees) are scrutinized and reconciled during the preparation of monthly consolidated statements.
Fee Negotiation and Oversight
We evaluate, negotiate, and monitor the fees and commissions of our clients' banks and brokers. We can often gain more favorable rates for our clients because our total client volume of business is more substantial than one individual family account.
Audit and Control
All investment activity and movement of money (such as dividends, interest, cash disbursements and management fees) are scrutinized and reconciled during the preparation of monthly consolidated statements.
Supervise Executions
We supervise and monitor the implementation and quality of execution of our client buy and sell instructions placed with their provider banks and brokers.
Daily and Weekly Market Commentaries
Clients are given access to GenSpring International, formerly TBK expert market analysis with the option of branding it with their company logo for subsequent distribution to your customer base.
Professional Network
We maintain an extensive network of trusted attorneys and other professionals that stand ready to assist our business clients with a variety of legal, tax and insurance matters, along with Mergers and Acquisitions (M&A) issues.
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100%
Objective
100% Confidential
100% Transparent
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| Copyright © 2008 GenSpring International, formerly TBK. All Rights Reserved. |
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