Personalized Wealth Stewardship for Families of Distinction

Empowering Generations with Build To Suit Solutions

As high net worth and ultra-high net worth families grow, addressing the unique goals and objectives of each family member is essential. We at Bridges Trust can act as a personal wealth advisor to individual family members, advising on issues such as lifestyle planning, cash flow planning, estate and wealth transfer planning, tax planning, and philanthropic planning. We work closely with other professional advisors to ensure that they receive coordinated advice geared toward achieving your specific goals and needs. We also work with individual family members as necessary to improve their overall understanding of the financial, fiduciary, legal, and tax aspects of family office services.

Our Signature Offerings Include:

Lifestyle
Management

We support ultra-high net worth families by performing various activities, including personal bill paying, property and travel management, tax compliance and general ledger accounting.

Family Governance & Continuity

We perform numerous functions such as coordinating family meetings, developing a family communication plan and individual mentoring.

Transparent Reporting & Client Information Management

We keep you informed with a variety of materials, including annual consolidated net worth statements, quarterly investment performance reports and entity accounting and reporting.

Philanthropic Strategy Design

We create philanthropic plans to help ultra-high net worth individuals contribute to their favored charities by discovering the meaningful intersection of your family’s core values and charitable goals.

Every Family is Unique

At Bridges Trust, we understand the complexities and dynamics of affluent families. Every decision, be it financial, fiduciary, or philanthropic, carries weight. Our commitment? To leverage our experience so that weight anchors prosperity, growth, and a legacy filled with purpose.

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