Silver Bridge is a private, owner-managed firm that serves the needs of individuals and families, family offices, and non-profit organizations. Their services include financial administration and management, wealth advisory planning services, investment management, consulting and oversight, and family office services.
Their wealth advisory planning services provide custom solutions to individuals and families, such as their financial counseling. Silver Bridge acts a partner by guiding their clients in their financial planning, wealth transfer planning, tax planning, compensatory stock option planning, and risk assessment and management. Their family legacy services seek to educate their clients and their families as well as addressing any emotional issues that are often associated with extensive wealth. Silver Bridge also provides advisory services to businesses in addition to families. Through their experienced in wealth management solutions to the problems that family-owned businesses often face.
Silver Bridge has a proven track record of success in their customized investment portfolio services. They get a full understanding of their client’s goals and develop a long-term asset-allocation. They utilize multiple strategies to enhance long-term rates of return and reduce risk in accordance with their client’s risk tolerance and goals.