Kingsbridge Wealth Management is a multi-family office and investment firm, established to provide customized financial solutions for ultra-high-net-worth clients. Formed in 2008 during the financial crisis, Kingsbridge seeks to build client relationships that help navigate the complexities of wealth.
Although the term “family office” may be used by various types of financial advisors, brokerage firms, or large banks, most do not provide the strategic financial support to provide true family office functions. Many do not offer bill payment, philanthropic support, or the willingness to analyze outside investment opportunities that may be of interest to our clients. Additionally, these advisors are often limited in their abilities by the products and services offered by their institutions.
Our goal is to consistently provide timely advice, an objective perspective, and ultimately, improved decision-making. As a multi-family office and investment firm, we strive to understand each client’s financial situation and family dynamics in such depth that we function as part of each family’s financial infrastructure. As an independent investment advisor, we are free to source the best solution for each client’s unique situation.