Your legacy is more
than your net worth.
It is your Life Worth.

Your most valuable asset is time.

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 Office gives high net worth families the freedom and time to build your legacy beyond wealth. We call it — Life Worth.

Our client families love what we do.
And love what we don’t do, too.

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.

2:1

  • Low client to advisor ratio of 2:1 ensures we have the time to focus on and fulfill your needs.
Day One: It all starts with you.

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 fulfill your family’s goals.

Here’s an example of how our onboarding process will help you make a seamless and efficient transition.

1-4 Months
Family Insights

Define Your Vision, Values and Legacy

Identify and Prioritize Goals

Introduce Purposeful Investing

Open Accounts and Transfer Securities

Initiate eMoney Services

Implement Bill Pay

Begin Monthly Family Meetings

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4-8 Months
Implementation

Review Tax Planning

Insurance Review

Assess Lifestyle Needs

Address Cash Flow

Initiate Philanthropic Planning

Review Legal & Estate Documents

Archive in Secure e-Vault

Customize Financial Reporting

Quarterly Meeting

Review Family Admin Needs

Deliver Investing Insights

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8-12 Months
Ongoing Fulfillment

Review Goals & Life Changes

Review Annual Tax Planning

Education for Future Generations

Client Satisfaction Survey

Quarterly Meeting

Review Family Admin Needs

Deliver Investing Insights

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