Whether you want to spend time playing with your grandchildren, pursuing a personal goal, running your business or giving back to a cause close to your heart, Legacy Bridge Private Family Offices gives high net worth families the freedom and time to build your legacy beyond wealth. We call it — Life Worth.
As your private family office, Legacy Bridge becomes both your personal wealth management team and your complete family management resource. We simplify your life by doing everything from analyzing household cash flow and overseeing your second home, to managing investments and securely storing legal documents. And that’s just the start.
What we don’t do is almost as important as the services we do provide. For example, we don’t promote specific products. We don’t adhere to corporate mandates. And we don’t drive toward company sales goals. We’re fee-based, client-focused and independent — so we answer only to you.
Low client to employee ratio of 2:1 ensures we have the time to focus on and fulfill your needs.
From the moment your family joins the Legacy Bridge family, we work to understand you — your needs, your challenges and your dreams. We meet with your family to talk in-depth about Purposeful Investing and Family Office Services. Then, we create a plan to help fulfill your family’s goals.
Here’s an example of how our onboarding process will help you make a seamless and efficient transition.
