Audiences
Women "The Women’s Network" is designed to help educate, guide and support women throughout all stages of their lives. Leveraging the strength, unique skill sets and outstanding educational backgrounds of the talented Silver Bridge women professionals, as well as women consultants who have been selected to be part our formalized Alliance Partner Program, this targeted program educates women about the importance of proactively managing their financial lives through a multi-disciplinary approach. Ultimately, having your personal finances in order can provide the peace of mind needed to truly focus on what is most important in life—your family, friends, health, and individual passions.
Family Business Owners Silver Bridge Institute provides educational content to help families who own operating companies understand the family and business strategies that lead to success. We created this targeted content by leveraging the work of The Family Business Center at Silver Bridge, gaining an expert understanding of the complex challenges facing this unique client landscape. Our education focuses on: continuity and succession planning for both founding and next generation family members, leadership in the family business, career development for family members, and governance development and strategies.
Family Office Executives Our family office program gathers together talented and experienced family office executives for a unique shared-learning experience. In this joint effort by the Silver Bridge Institute and Silver Bridge Family Office Partners , attendees learn from each other’s experiences, gain exposure to innovative ideas for strengthening their family offices, share ways to operate more efficiently, and identify paths to creating better experiences for their client families.
Not-for-Profit Organizations One of the leading priorities of the Silver Bridge Institute is to build and expand the capabilities of our not-for-profit community. To do so, we instill best practices on: board governance and development, strategic philanthropy, impact investing, high-performance investment portfolios, and keeping up with community issues. We are particularly focused on social and economic change that will affect the work of not-for-profits and sharing resources that will build sustainable success.
Foundation Directors and Trustees Philanthropy is so often a family activity. Silver Bridge Institute provides family foundations with customized assistance, including: stewardship principles, trustee training and professional development, critical field resources, and peer and leadership opportunities through our seminars, articles, and workshops. Ultimately, the philanthropic work of family foundations is critical to improving our communities and the world at large. We are committed to helping our families make a difference through high-impact, strategic philanthropy.
Women
Family Business Owners
Family Office Executives
Not-for-Profit Organizations
Foundation Directors and Trustees
Our experts offer you a unique educational experience through: Roundtable Discussions Seminars Workshops Forums Webinars Thought Leadership Publications
Curriculum Learn about the four important cornerstones that shape the education we provide you.
Thought Leadership Read what our Silver Bridge experts have to say on topics important to your wealth and legacy needs.
Contact Us Choose one of four convenient Silver Bridge offices to meet with our team or call to schedule a meeting at home or in a location of your choice.
