The firm reinforces its commitment to serving the integrated planning and lifestyle needs of multi-generational, ultra-high-net-worth families

Wellspring Financial Advisors has rebranded as Wellspring Family Office, a change that better represents the firm’s holistic approach to serving multigenerational families.

Since its founding, Wellspring has provided far more than financial advice, acting as a single point of connection for wealth management, tax planning, investment strategy, family governance, and personal well-being. The new name reflects the breadth of these services and the firm’s dedication to supporting families across generations.

“This rebrand reflects who we have always been,” said Michael Novak, Founder and Chief Executive Officer. “I founded Wellspring to offer ultra-high-net-worth individuals and families a partnership they can feel truly confident about. We manage the full scope of a family’s financial life while fostering unity, legacy, and personal fulfillment, and the name Wellspring Family Office captures our commitment to delivering personalized guidance that supports the families we serve.”

Wellspring Family Office offers a fully integrated approach that includes strategic financial and estate planning, proactive tax management, investment portfolio design and oversight, business advisory, family governance and education, and dedicated support for physical, mental, and emotional well-being.

Wellspring continues to be guided by a deeply held belief: when families Live Well, Sleep Well, and Be Well, they are empowered to thrive today and for generations to come. This purpose shapes every aspect of the firm’s work, bringing clarity and confidence to even the most complex financial decisions. Wellspring is proud to serve as a true partner to the families it supports, offering thoughtful guidance, meaningful relationships, and the comprehensive resources of a multi-family office, all in one trusted place. Wellspring has 35 full-time employees and oversees over $6.5 billion in client net worth as of June 2025.

About Wellspring Family Office

Wellspring Family Office is an independent, fee-only multi-family office serving ultra-high-net-worth individuals and families. Founded in 2007 by CEO Michael Novak and headquartered in Cleveland, Ohio, the firm provides integrated wealth and tax planning, investment management, family governance and education. Learn more at wellspringfo.com.

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