Family Office Services

You can’t choose your family, but you can choose your family office.

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. Some of our family office services include:

  • Lifestyle Enhancements

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

  • Family Continuity and Governance

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

  • 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 Consulting

    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.

You are now leaving Bridges Trust.

Click here to continue