Kingsbridge Wealth Management

What is a Family Office?

A family office is an organization and staff set up by a wealthy family to manage all aspects of the family’s wealth A single-family office manages the personal and financial affairs of just one family

A multi-family office serves multiple high-net-worth individuals or families, which provides an opportunity to share costs and economies of scale in addition to professional wealth management Additionally, a multi-family office has the added advantage of gaining experience by working with multiple families, which allows for a broader knowledge of skills and expertise

Just as no two families are alike, family offices may vary in their roles and structures However, there a several core features and functions that are common among family offices, such as managing and coordinating investments, tax planning, estate planning, and lifestyle management Kingsbridge Wealth Management provides these functions but may also provide other services that are tailored to each family’s financial dynamics, such as:

• Consolidation of investment management and reporting
• Thorough screening and due diligence of investments
• Creation of a decision framework for ongoing financial decisions
• Trust and estate planning
• Tax planning and review
• Education and training for the next generation of heirs By offering a wide array of services, we strive to simplify the complexities of wealth by providing a holistic view of the overall financial picture Our team is composed of various financial professionals, which allows for depth of expertise and seamless integration and coordination Our customized approach to each client allows for implementation and execution of even the most complex financial strategies

Are You Ready for a Family Office?

• Recent transition of new wealth/liquidity
• Loss of key personnel, who had previously handled financial tasks
• Estate planning & tax planning have become more complex
• Change in circumstance requires new financial strategy

INVESTMENTS, INSIGHT & INGENUITY

We provide asset allocation planning and investment management with internal and external management of traditional asset classes, as well as proprietary access to alternative investments

Our clients also benefit from consolidated asset management and reporting as well as outside advisor coordination

Our flat-fee pricing is straightforward and eliminates conflicts of interest

Kingsbridge Wealth Management is small by design We believe a limited client base allows for a robust relationship with each family and enhances our ability to be proactive and make a significant impact toward improved decision-making

Working with multiple families allows us to share experience and knowledge with all of our clients, to create tailored solutions for each unique situation

We build or allocate to highly customized, situation specific solutions for each client, based on each client’s unique circumstances We seek to simplify complex issues and provide creative solutions

Our services have played a critical role in liquidity events such as:

• Sale of an operating business
• Liquidity after Initial Public Offering (IPO)
• Estate and succession planning Executive Vice President Chief Operating Officer

Why Do I Need A Family Office?