Referring Your Clients
We regularly work with a range of professionals such as accountants, attorneys, and foundation leadership. Please contact us if you have any questions. We are ready to meet with you and your client at any time.
You can feel comfortable referring your clients to us. Estate planning, wills and trusts, divorce, sales of companies—there are so many legal events and transactions that can shape a person’s long-term financial decisions. We are here to help them sort through the implications for wealth and investment. We are very experienced implementing estate planning that attorneys draft, and frequently identify the need to update these plans.
Springside Partners was previously affiliated with a large regional accounting firm. Although we now stand alone as a wealth management firm, these origins serve us well. We are active partners in the income tax planning process and are well equipped to help you advise your clients. We work with CPAs from many different firms to coordinate investment management with tax planning, to avoid surprises. Springside is also experienced assisting business owners with liquidity events and post-sale investments and planning.
Springside Partners as a firm—as well as our individual members—is deeply committed to the communities we serve. We give personal and careful attention to large and small foundations alike. We are well versed in staff, board and committee duties and can work with you closely through our strict investment management process. We know how to manage investments for not-for-profit organizations and we can help you create, amend and adhere to investment policy statements and invest appropriately.