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Wellspring Financial Advisors Overview
Type
Family Office - Multi
Year Founded
2007
General Information
Wellspring Financial Advisors is a multi-family office headquartered in Cleveland. Founded in 2007 by CPA Michael Novak, whose roots lie in accounting and estate planning, the firm advises ultra-high-net-worth individuals and families on integrated investment management, tax planning, estate and wealth transfer, risk management, family governance and education. Its collaborative team structure aligns fiduciary advice with clients’ multigenerational goals while supporting philanthropic strategies and business succession planning.
Contact Information
Website:
Website:
http://www.wellspringadvisorsllc.com
Year Founded:
2007
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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