Bridges Trust Services

At Bridges Trust, our suite of services reflects our commitment to our clients’ well-being by providing services designed to help them meet their financial goals. Our legacy of providing a multifaceted range of services showcases our dedication to accuracy, enthusiasm, proficiency, passion, and experience. Whether your goals involve investing, planning, or making a lasting philanthropic impact, our specialized services are crafted to align with your unique needs and objectives. Explore our offerings to discover how Bridges Trust can illuminate your wealth management journey.

Our Services

Bridges Trust offers a suite of services built to suit your financial needs. Our services are designed to help our clients manage their wealth, plan for the future, and make a lasting impact through philanthropy.

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 services reflect our commitment to trust, service, excellence, and integrity. At Bridges Trust, we don’t just manage our clients’ wealth; we forge lasting relationships with them to help shape their financial future. Explore our range of services to see how we can best serve you.

Let’s Build Your Future Together

At Bridges Trust, we understand that wealth management is an ongoing journey, and every journey is unique. Whether your path involves accumulating wealth through strategic investment, meticulously planning for your family’s future, or making a meaningful philanthropic impact that reflects your values, we’re here to guide and support you. Our experienced team is ready to help you navigate your wealth management journey.

We pride ourselves on our personalized approach to wealth management. We take the time to truly understand your unique financial situation, short-term and long-term goals, tolerance for risk and wealth objectives. With this understanding, we design built-to-suit strategies that we turn into an actionable plan that aligns with your investment objectives.

Bridges Trust is passionately committed to a client-first philosophy by helping our clients manage wealth and plan their legacy for future generations. We don’t simply manage assets; we get to now our clients and work with them to understand their goals and aspirations as we develop strategies with their unique needs in mind. Reach out to learn how we can help you.

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