Wellspring Family Office
Overview
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. As of June 2025, they oversee over $6.5 billion in client net worth. The firm 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. The firm has 35 full-time employees and oversees over $6.5 billion in client net worth as of June 2025.
Investment Focus
- Minimum net worth of $10 million
- Interest in comprehensive wealth management services
- Commitment to long-term financial planning
Portfolio Companies
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Frequently asked questions about Wellspring Family Office
What sectors does Wellspring Family Office invest in?
Wellspring Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Cleveland, United States. Wellspring Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Wellspring Family Office invest at?
Wellspring Family Office backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Wellspring Family Office invest in?
Wellspring Family Office invests across United States.
Who are the partners at Wellspring Family Office?
Team members listed for Wellspring Family Office include Jeffrey Kadlic (President & Chief Operating Officer, Senior Managing Director) and Michael Novak (Chief Executive Officer).
What companies has Wellspring Family Office invested in?
Wellspring Family Office's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Uber.
How do I contact Wellspring Family Office?
Wellspring Family Office's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
