Michael Woocher Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga

My clients are typically multigenerational families who have the privilege of significant wealth and the complications that come along with it. Many of my clients are focused on philanthropy, often by means of a family charitable fund, which can come in the form of a private foundation or a donor-advised fund. Most believe they have a responsibility to preserve and prudently grow their wealth for future generations. All of my clients want their financial wealth to enhance, but not define, the lives of their next generations.In my role as Chief Advisory Officer at HB I will lead the firm's accomplished group of financial advisors, position the firm for growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions.

Greater Atlanta Area

•Recommending and implementing an estate planning strategy, in the midst of an historically favorable interest rate environment, to transfer asset appreciation from a patriarch’s estate to trusts for his children•Introducing a unique investment strategy — proprietary to the Bernstein investment platform and primarily comprised of US mortgage securities — to diversify an ultra high net worth client’s bond allocation and generate incremental income in a risk-managed way•Multi-generational planning, administration and investment management for an ultra high net worth family with a large private foundation.

GenSpring Family Offices, an affiliate of SunTrust Banks, Inc. (NYSE:STI), is a leading wealth management firm for ultra-high net worth families. Once limited to a few of the world’s wealthiest families, the benefits of the family office are rapidly becoming known to a wider circle of ultra-high net worth clients. GenSpring was named 2012 Best Overall Multi-Family Office by Private Asset Management magazine, ranked #1 on Financial Planning magazine’s 2012 Top 50 RIAs and most recently ranked #3 on Forbes’ 2013 Top 50 Wealth Managers List.I was a member of a select Executive Committee of a $12B RIA and Multifamily Office with 14 locations across the country. In this role, I led new client acquisition, marketing, brand management and public relations.In this role I successfully:• Launched a business development strategy uniting GenSpring with the corporate and investment banking unit within SunTrust Bank. This strategy generated substantial new investment assets within 9 months and provided a healthy pipeline as of January 2015. • Managed a team that developed & delivered new investment marketing materials and published over 20 White Papers on key topics affecting family office clients.• Redesigned compensation architecture for Managing Directors of Client Development to provide greater reward for higher levels of performance while mitigating expense for modest performance.• Chaired Pricing Committee responsible for approving non-published pricing for new clients and material pricing adjustments for existing clients. • Recruited four Managing Directors and one Associate to increase level of talent within Business Development Team.

Greater Atlanta Area

Responsible for sales and service delivery of nine member wealth management team across a client base of athletes, executives and owners of professional sports franchises and businesses. Our team advised on a wide array of wealth management topics including: private banking, investment advice and management, financial planning and coordination, tax and estate planning, financial education, risk management and liability management.With business unit Head, successfully led a highly visible integration of $1.3Billion AUM California based RIA into SunTrust Private Wealth Management. The newly acquired business delivered investment management and comprehensive financial management to professional athletes and high net worth investors.

Greater Atlanta Area

Member of GenSpring National Senior Leadership team for a leading multifamily office with $10+ Billion in client investment assets and 14 local offices, whose mission is to deliver integrated wealth management advice in order to assist families in sustaining their wealth across generations. GenSpring is an affiliate of SunTrust Banks.Oversaw sales management, sales strategy and business development execution within SunTrust sales channel. Served as liaison with SunTrust’s heads of various business units, Regional Presidents and Leadership teams and GenSpring Executive Management team and local family Office Presidents.

Member of GenSpring National Senior Leadership team responsible for oversight of the client experience and all wealth management activities, including managing the local P&L. Built the GenSpring brand among wealthy families and key centers of influence in Atlanta and the Region.

Accountable for sales and service delivery of four integrated wealth management teams consisting of Client Advisors, Trust Advisors, Portfolio Managers and Investment Consultants. • Drove the change from a siloed private wealth management organization into one characterized by an integrated team approach

Advised a portfolio of high net worth clients with an expertise in investment advisory, fiduciary, tax, estate and financial planning, insurance, financial risk management, and private banking. • Qualified for and recognized at annual “Best of the Best” Leadership Conference four consecutive years• Awarded SunTrust’s #1 Private Client Advisor• Invited to prestigious Sales Leadership Conference four consecutive years

Atlanta, Ga

Doctor Of Law (Jd)

Bachelor Of Arts (B.A.), Political Science And Government

Activities and Societies: Sigma Chi Fraternity