Private Wealth Management

What Matters to You.

Protect and streamline your time to pursue what matters to you. RiskBridge Private Wealth Management strives to help families and individuals centralize their financial lives and create desired financial outcomes for lifestyle and legacy assets.

RiskBridge carefully analyzes each client’s unique goals and intentions with the aim of creating customized solutions, including:

  • Holistic & strategic financial planning
  • Collaboration with trust and estate tax and legal advisors
  • Risk-aware portfolio construction
  • Liquidity and exit planning
  • Risk, liability, and insurance review

Explore RiskBridge solutions and content, contact our client service associates, or request a free risk assessment to learn more.

Holistic & Strategic Financial Planning

A solid financial plan is more than the sum of its parts. When crafting your financial plan, we consider tax strategies, long-term asset planning, investments, charitable giving, insurance, and many other facets of your financial life.

We always consider your financial health and consider how we can leverage your unique resources and assets to grow your wealth. We will use all the tools at our disposal to help craft a plan suited to your goals.

Collaboration

As your wealth increases, so does the expertise required to manage it effectively. As a result, a family may hire multiple advisors, including CPAs, attorneys, trust companies, insurance specialists, and others. Working together with your trusted team, RiskBridge strives to pool knowledge and resources to create more innovative and effective solutions.

RiskBridge brings decades of experience advising families and their businesses on all aspects of their wealth. We believe collaboration is essential to improve efficiency, drive innovation, and achieve better financial outcomes.

Lifestyle & Legacy

Investors seek to maintain their current lifestyle while providing for future generations. Families with multi-generational wealth typically have two types of wealth – lifestyle assets and legacy assets – that must be managed differently.

Lifestyle Assets are used by the current generations to maintain their lifestyle, which must be managed and protected accordingly. Guided by your needs, our solutions aim to enhance your use and enjoyment of these assets.

Legacy Assets are those that will be handed down to subsequent generations and/or set aside for charitable intent. RiskBridge brings the experience and perspective to help you navigate the complexities of long-term legacy assets. Our aim is to ensure your legacy provides for what matters to you.

The RiskBridge team is experienced in advising multi-generational families on all aspects of their wealth, estate, and investment planning. We offer 360-degree liquidity planning, trust and estate planning, and wealth management. For business owners, our Certified Exit Planning Advisors (CEPA) offer growth and exit planning strategies designed to manage wealth provisioned for today and for tomorrow.

Customized Investment Solutions

RiskBridge investment portfolios are designed and built intentionally for you. We build high-conviction, risk-aware portfolios aimed at generating consistent returns over an investment cycle while generating returns far above the market during market drawdowns. Our investment process aims to compound wealth more quickly by actively managing drawdown risk.

Our clients benefit from a carefully curated list of independent, third-party investment strategies hand-selected by the RiskBridge Investments team, including exclusive access to hard-to-source private market funds. We are not incentivized to approve any specific managers, allowing us to focus on finding the best strategies for our clients.

RiskBridge favors active management strategies that meet our rigorous research and due diligence standards. RiskBridge’s proprietary research covers macro as well as private and public investments and drives our disciplined, repeatable portfolio construction process. In addition to our private and public investment specialization, we offer direct indexing, passive strategies, ​option overlay solutions, and systematic tax loss harvesting (taxable accounts only).

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