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| Case Studies |
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| Silver Bridge’s contemporary approach to planning has delivered solutions that are highly personal, reflect each client’s values, and are customized to client goals. Learn more about real-life examples of Silver Bridge clients who have benefited from our expertise through the years.¹ In order to protect the privacy of our clients, we have changed certain details in the examples we share below.
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| Preparing for the Transition of a Trust to a Large Number of Beneficiaries |
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A family with four generations of living members has a trust with more than $50 million in assets that will distributed in the coming year. The trust will be distributed to over 12 beneficiaries, ranging in age from 18 to 70. The family needs help with re-aligning investments with a focus on tax efficiency.
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| Bringing Clarity to a Successful Couple |
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A successful couple in their 50s have $5 million in assets spread across 20 accounts with over five different institutions. The couple lacks a clear understanding of their financial health. Due to the difficulty in monitoring over 20 accounts and their inability to view the aggregate performance, they were unable to make sound decisions regarding a range of financial planning issues. |
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| Expanding a Family Office’s Capabilities |
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An established family office serving a multi-generational family with assets of $60 million, with the majority of assets in trusts. The family office was thinly staffed and sought a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments, and coordinating multiple external advisors.
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