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  • Seller
  • Buyer
  • Type
  • Date Announced
  • Seller AUM
  • Inlign Wealth Management
  • GenSpring Family Offices, LLC (formerly Asset Management Advisors)
  • Wealth Management Firms
  • January 1, 2008
  • $2 Billion

Seller Details

Inlign Wealth Management, LLC was founded by Mark Feldman in 2002 and is based in Phoenix. Inlign is the leading wealth management firm in the Southwest, with more than $2 billion in assets under advisement.

Buyer Details

Founded by families for families in 1989 as Asset Management Advisors (AMA), GenSpring Family Offices, an affiliate of SunTrust Banks, Inc., is one of the nation's premier wealth management firms for ultra-high net worth families. With nearly $15 billion under advisement, GenSpring has been chosen by more than 600 families to manage their wealth across generations. GenSpring is headquartered in Palm Beach Gardens, Florida and has local family offices in Atlanta, Charlotte, Greenwich, New York City, Miami, Orlando, Palm Beach, Tampa Bay, Sarasota, Washington DC, and Phoenix.

Transaction Summary

The combined firm will assume the GenSpring Family Offices name, serving over 600 families with nearly $15 billion in assets under advisement.

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