Individual Investors
Individuals
Protect and streamline your time to pursue what matters to you. Whether through centralizing your financial life, growing your business, or achieving a secure retirement, RiskBridge’s goals-based planning aids you in mapping your financial future. As a full-service firm, we offer risk, liability, and insurance review and family office solutions, supporting our clients at every step of their wealth journey. RiskBridge offers expert solutions from a team that treats you like family, now and for generations to come.
Trusts and Estates
RiskBridge brings decades of experience helping families protect and grow their legacies and provide for loved ones through careful trust and estate planning. We coordinate with your tax and legal advisors to provide comprehensive wealth transfer solutions. We offer investment programs tailored to your unique estate plan and help your family navigate the complexities associated with estate and wealth transfer.
Family Foundations and Donor Advised Funds
RiskBridge brings a deep respect for those entrusted with the essential role of overseeing resources supporting families’ philanthropic vision for causes that matter to them in the areas of education, culture, science, and religion. Whether through a family foundation or a donor advised fund, we deliver the same fiduciary care and risk aware approach commanded by institutional investors to your family in service of your philanthropic goals.
Family Offices
The RiskBridge team brings decades of experience advising some of the world’s largest, most sophisticated investors. We serve as an extension of your family office’s internal team. We offer investment governance support, serving as an independent voice on family investment committees and providing bespoke manager search and selection, performance reporting, and risk-aware investment management solutions. We serve a select clientele, working with families to craft highly custom, meticulously diversified portfolios.
