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.