 |
|
 |
 |
|
| Silver Bridge Services |
|
Silver Bridge delivers an extensive array of services that may be used independently or in combination to meet the needs of our clients:
- Individuals and families seeking to realize their wealth and legacy goals
- Family offices in need of a trusted partner who understands the complexities involved
in the management and administration of substantial wealth
- Institutions and not-for-profits desiring expert investment advisory services, as well as state-of-the-art technology and reporting capabilities
We offer to our clients the following services:
- Financial Administration that helps individuals and families become organized and
maintain financial clarity amid their complex personal and professional lives so
they can remain focused on their goals and future aspirations
- Wealth Advisory Services to help families and their advisors create a wealth plan
that incorporates their unique financial, philanthropic, tax and wealth transfer
objectives, and provides solutions that work in harmony
- Investment Management and Consulting that provides our clients with customized solutions
and thoughtfully designed portfolios that align with their goals. Our clients have
access to our comprehensive investment platform that includes traditional, alternative,
active, and passive strategies
- Family Office Services that provide family offices with advice and consulting, an
enhanced set of resources, and outsourced solutions from a trusted partner who understands
their unique, and often complex, needs
|
|
|
|
|
|
|
|
|
THOUGHTFUL ADVICE |
|
|
|
|
|
|
| “We believe that Silver Bridge clients benefit from thoughtful, integrated advice and enjoy exceptional client service. Each Silver Bridge client relationship is built upon ongoing education, state-of-the-art reporting, and transparent communications.” |
|
| Alicia André |
Client Advisor
Silver Bridge |
|
|
|
|
|
|
|
|
|
|
|
