The Silver Bridge Heritage
Silver Bridge has served as a steward for the wealth and legacies of successful individuals and families for more than 80 years. Today, Silver Bridge is an owner-managed, privately held boutique affiliated with a well-capitalized non-financial services firm.

Silver Bridge Family Office Partners is dedicated to addressing the complex needs of multi-generational families and family offices in today’s challenging economic and regulatory environments. We believe that we have built a transparent business model with a truly differentiated multi-family office platform and flexible service offering.

Our Unique Features
Since each family is unique, we offer three service models which can be further tailored to meet one’s specific needs:

• Customized Resources—Offering a broad-based and integrated set of services that can be used individually or in any combination for optimal flexibility.
• Outsourced Solutions—Partnering with Single-Family Office Executives to help take care of the areas where they need help.
• Dedicated Family Office—Providing full family office capabilities should a family wish for us to serve all roles.

Additionally, our clients have full access to Silver Bridge Institute, an educational platform designed for individuals, families, and family office professionals; providing customized seminars, workshops, forums, private sessions, research and publications.

Our Strengths
Family Office Partners strives to help families achieve their goals and manage their challenges by acting as a trusted partner and delivering objective advice and flexible solutions in a collaborative manner. It is our goal to provide clients with the information and knowledge they need to make well-informed decisions with confidence.

Family Office Client Advisors combine years of experience, honed at leading wealth and investment management firms, with extensive credentials and deep expertise across multiple disciplines. They are committed to delivering customized solutions and exceeding client expectations at all times. To consistently provide forward thinking and innovative planning and advice in today’s complex world, each Family Office Client Team is supported by centrally managed subject matter experts who bring best practices to each client interaction.

Equally important is our proprietary business infrastructure and suite of applications that provide the Client Teams with state-of-the-art technology, operational and administrative tools and the support needed to help them anticipate and respond to client requests in an accelerated and effective manner. Our powerful technology and reporting provides our clients with a comprehensive view of their assets, and empowers them to make knowledgeable decisions

We partner with our clients’ existing advisors to help ensure a flawless execution of administrative and investment activities.