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| Customized Resources |
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As a family’s net worth increases, so do the complexities of managing and administering its wealth. Partnering with a firm that understands these specific challenges becomes paramount. To address a family's needs, Silver Bridge Family Office Partners offers an enhanced set of services provided internally and with the help of strategic partners. Since no family is alike, we offer our services both individually or in any combination to help our clients achieve their specific goals with optimal flexibility. Our broad resources include the following bundled solutions:
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Integrated Wealth Advisory Planning
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Our integrated wealth advisory planning services are designed to work together to meet the
needs of our clients who have a varied set of goals. Our customized solutions include
financial counseling, family legacy services, and business advisory services.
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- Financial planning
- Wealth transfer planning
- Tax planning
- Compensatory stock-option planning
- Risk assessment, mitigation and management
- Strategic philanthropy
- Family governance consulting
- Business advisory services
- Educational Programs
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Investment Consulting and Oversight
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Our investment consulting and oversight services are designed to assist our clients to holistically
view, evaluate, and more effectively manage their entire net worth, which is critical
to the preservation of multi generational wealth.
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- Strategic and tactical asset allocation
- Investment policy development
- Comprehensive investment platform
- Portfolio construction and management
- Customized research
- External manager due diligence and monitoring
- Diversification strategies
- Comprehensive client reporting
- Investment Council/Committee design
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Financial Management and Administration
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Our financial management and administrative services bring organization, clarity,
and context to those with complex financial lives, particularly families with limited
time.
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- Personal information management
- Bill pay and budgeting
- Cash flow planning
- Net worth reporting
- Partnership accounting
- Tax return preparation and filing
- Document storage and management
- Trust services
- Not-for-Profit administration
- Private equity administration
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