WE MANAGE WEALTH.

Committed To Building Wealth, Preserving Legacy, and Inspiring Generations.

Bridges Trust offers wealth management services centered around a commitment to Building Wealth, Preserving Legacy, and Inspiring Generations. With a focus on personalized strategies built to suit the unique needs of each client, our team of experienced professionals are dedicated to helping families build a lasting legacy. Through our approach and commitment to excellence, Bridges Trust provides the guidance, support, and knowledge needed to navigate the complex world of wealth management with confidence and clarity.

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The Bridges Trust Services

Investment
Management

Bridges’ wealth management team applies decades of investment experience to build and execute investment strategies that align with our clients’ distinct needs. We offer investment management to a wide range of clients such as individuals, families, family offices, endowments, corporations, private foundations and donor advised funds.

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Trust and
Estate Planning

More than many other financial arrangements, trusts can be essential to keeping one’s estate in order — and involve more than just a simple transfer of assets. When you name Bridges Trust Company as your trustee, we act as a fiduciary with the duties of care and loyalty while providing your beneficiaries with thoughtful and quality service. We work closely with you to create innovative, flexible, and timely solutions to fulfill your objectives and maintain your beneficiary’s well-being.

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Family
Office Services

Our family office services cater to the unique needs of affluent families, providing integrated solutions to manage and help preserve wealth across generations. Our experienced team offers assistance in wealth management, estate and wealth transfer planning, tax optimization, governance, and other specialized services.

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Philanthropy
Services

We are committed to helping you make a positive impact through strategic philanthropy. Our philanthropy services assist you in identifying and supporting causes that align with your values. We offer guidance in developing effective giving strategies, measuring impact, and establishing charitable foundations.

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Our Values

Our values are at the heart of Bridges Trust’s operations: Trust, Service, Excellence, Diligence, Relationships, Development, and Performance. These values guide our business and are fundamental to our commitment to our clients.

Trust

We communicate clearly which allows us to develop deep and enduring relationships.

Service

Client-first culture focused on delivering exceptional service.

Excellence

We are relentlessly focused on excellence in what we do.

Performance

We strive to deliver exceptional performance in all facets of our business.

Relationships

Building relationships supports client retention and builds a reputation of trust within the community.

Diligence

We care and are meticulous in our efforts to provide personalized experiences for our clients.

Development

We have a focus on impact and excellence which inspires a growth mindset, innovation and an opportunistic bias to action.

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Offering in-depth insights and analysis of current economic conditions and market trends.

Trust For Generations

Our private ownership and singular focus make us unique. We are not affiliated with any investment bank, brokerage firm or insurance company. Our focus is simple — to provide specialized, comprehensive wealth advisory services that are in the best interest of our clients and that meet their individual needs.

We are proud of our firm’s story. It is a story of trust, service and integrity. Above all, it is a story of trust. Trust has been an integral aspect of who we are and is the foundation upon which we will write the next chapter. Our clients depend on us to put their interests first as we manage their portfolios, deliver straightforward advice, share and listen to their concerns, and give them confidence that their money — and their family’s future — is in capable hands. Today, tomorrow and for generations to come.

WE MANAGE WEALTH.