Wealth Management Planning SERVICES

Wealth management planning can lead to asset preservation and maximization.

At Bridges Trust, we ask a lot of questions and listen carefully to the answers to gain a full understanding of your family, business, lifestyle, and legacy goals. Our team of trust advisors works closely with you, your family and your other professional advisors to deliver and implement customized plans that meet your generational wealth management needs.

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  • Development of Objectives

    We establish goals by considering your — and your family’s — financial and lifestyle wants and needs.

  • Multigenerational Transfer Planning

    We create estate plans, trusts, endowments and foundations to ensure that your assets are passed on to the next generation according to your wishes.

  • Legal and Tax Strategies

    We work with your tax and legal professionals to develop tax strategies based on an in-depth understanding of tax laws and legal issues. We lighten your tax burden by deferring taxes or through tax-efficient investing.

  • Financial Modeling of Alternative Strategies

    We explore and capitalize on nontraditional investments by creating financial models to guide decisions.

  • Action Plan Development

    We design an action plan that encapsulates your vision, objectives and risk tolerance.

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