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:
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.
Meet Our Leaders of Family Office Services
Marietta Luellen, J.D., CAP®, CExP®
Marietta Luellen serves as Bridges Trust Executive Vice President (EVP) of Trust and is responsible for the development, growth and leadership of the Trust companies within Bridges Trust, Philanthropy and Family Office Services. Marietta is an accomplished professional with more than 25 years of experience covering estate planning, estate administration, wealth management, and trust services. Her focus as EVP of Trust is on providing guidance and service for an affluent client base, leading the development and execution of the growth strategy, and upholding the integrity of the client value proposition.
Holding both a Bachelor of Science from Colorado State University and Juris Doctor from Pepperdine University, Marietta has also achieved the Certified Advisor in Philanthropy (CAP®) designation and Certified Exit Planner (CExP®) designation. Furthermore, Marietta is a Nebraska Bar Foundation Fellow, and is active in the Nebraska State Bar Association, the Omaha Estate Planning Council and serves on the Phoenix Academy Board of Directors.
Kelly is a Vice President on the Family Office Services team with Bridges Trust. She is responsible for providing accounting, financial reporting and specialized financial analysis for the firm’s high net worth clients. Over her career she has worked in a high net worth family office, public accounting, private equity and community banking. She uses her experiences to tailor her work to each family’s unique circumstances.
She earned her BS in Business Administration from Nebraska Wesleyan University. Kelly is a graduate of the ICAN Defining Leadership program and the Graduate School of Banking Financial Managers School. Giving back to her community is very important, which is why she serves on the board of EducationQuest Foundation and her local 4-H Council. Kelly’s community involvement includes the National Lutheran School Accreditation Committee, the TeamMates Mentoring Program, and volunteers at her local parochial school and church.
Jaime Rorie, CPA
Jaime Rorie serves as the Controller of Family Office for Bridges Trust. Jaime brings with her a wealth of experience in overseeing financial reporting and analysis. Her adeptness at building and maintaining strong client relationships, while acting as a liaison with tax, legal, investment, and risk management professionals has helped to position the firm as a trusted advisor relationship. Jaime is a certified public accountant and a graduate of Arizona State University where she earned her Bachelor’s Degree in Accounting. She works collaboratively with her team members across the organization to meet the needs of the firm’s high-profile clients.
Jaime is a member of the American Institute of Certified Public Accountants and the Nebraska Society of Certified Public Accountants. Furthermore, she serves on the Project Pink’d Executive Advisory Committee and the Nebraska Medicine Guild Board.
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.