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| Family Office Partners |
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Silver Bridge has served as a steward for the wealth and legacies of successful individuals and families for more than 80 years. Today, as an owner-managed, privately held boutique, affiliated with a well-capitalized non-financial services firm, we have built a unique and transparent family office platform with a flexible service offering that provides a natural alignment between our firm and our clients' best interests.
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Silver Bridge Family Office Partners was thoughtfully designed to address the unique needs of our clients. Our experienced team of professionals understands the challenges facing families and the impact of the economic and regulatory environment on family wealth.
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Our clients are individuals (entrepreneurs, corporate executive, family business owners and heirs to family wealth), multi-generational families, and single family offices located throughout the United States. They all have complex needs that require a trusted advisor to help simplify their lives and ensure they make thoughtful decisions for future generations. Each client is unique, and yet share some or all of the following goals:
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- Accumulate and preserve wealth
- Transfer wealth and values to the next generation
- Gain tax efficiencies
- Mitigate risk
- Create a lasting philanthropic legacy
- Simplify the complexity of financial affairs
- Enjoy life responsibly
- Plan for a family business succession
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Families also struggle with a common set of challenges that require significant time and resources to resolve. Specifically, they: |
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- Acknowledge complexity in their lives that requires deep expertise and coordination across advisors
- Lack objective advice and transparency from current providers
- Do not know who they can trust and are unaware of the available resources
- Do not have a consolidated view of their assets, preventing them from making well-informed decisions
- Lack a well-defined family mission statement or governance structure
- Have a “next generation” of wealth owners who are unprepared to be stewards of the family’s wealth
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Silver Bridge Family Office Partners strives to help families achieve their goals and manage through challenges by acting as a trusted partner and delivering objective advice and flexible solutions in a collaborative manner. It is our goal to empower our clients by providing transparent information and the knowledge they need to make well-informed decisions with confidence.
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Our offering is tailored to address the needs and unique perspectives of any multi-generational family that is looking to achieve one of the following objectives:
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- Select from our broad-based set of multi-family office services,
- Improve an existing family office,
- Establish a dedicated family office, and/or
- Find an alternative to establishing a family office.
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For each objective, a different roadmap is required. Regardless of the solution we recommend, we are focused on helping our clients: |
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- Maintain control, privacy and confidentiality
- Manage the complexity in their lives
- Coordinate advisors so that recommendations are implemented in an integrated manner
- Make better decisions by utilizing our customized reporting capabilities
- Get what they deserve from other providers, by serving as their advocate
- Centralize best-in-class resources to help them address their specific needs and
concerns
- Educate their family about financial matters by leveraging the educational curriculum
offered by Silver Bridge Institute
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We are committed to customizing a solution that meets each of our client’s unique objectives.
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