From streamlining your financial reporting and helping you establish a charitable trust, to coordinating service providers and educating your family about investing — Legacy Bridge Family Office Services will help you manage every aspect of your life more easily, so you have time to live life more fully.
High net worth families require a high level of administrative support. That’s why we expect our clients to lean on our team to handle their day-to-day needs. Imagine having one person to call who is personally committed to your family and dedicated to these time-consuming tasks:
The time it takes to complete small tasks can add up, especially for families such as yours. That’s why we offer Family Lifestyle Concierge Services. From bill pay services and cash flow analysis to second home administrative management and consulting on large purchases — we help make your life simpler.
Tracking all of your household expenditures and monitoring multiple financial accounts can be tedious. You can rely on our team to provide comprehensive reporting tailored to your needs. And we’ll take the time to walk through the reports, listen to your questions and give thorough answers.
Our Integrated Planning Services combine our reliable administrative support with our wealth management expertise to provide comprehensive plans for you and your family now, and into the future.
As the head of the family, you understand the value of having everyone on the same page. We do, too. And we can help you make sure all of your key family members are communicating effectively and are educated about the responsibilities of managing your family’s wealth.
Coordinating Family Meetings: We bring everyone to the table, even if they’re a world away, so that key members of your family understand their roles and have a voice in decisions. We handle everything from managing schedules to planning an event, so that it’s personal, professional and productive.
Wealth Management Education: Giving your family the opportunity to understand the complexities of wealth is important. We will walk family members through every aspect of investing, estate planning, tax planning, inheritance, philanthropic endeavors and more.