our process

BridgeWater strictly adheres to a three-phase approach to family wealth services:

I. Planning

• Developing a guiding document as a central plan for your wealth
• Eliminating planning silos among your various financial affairs
• Ensuring your actions become more intentional

2. Implementation

• Recognizing the non-traditional uses of traditional products & structures
• Bringing fresh mindsets and perspectives to:
  • Accumulation
  • Tax
  • Wills
  • Estate transition
  • Wealth stewardship
  • Philanthropy

3. Sustaining

• Monitoring results and performance
• Adjusting to changing circumstances
• Ensuring performance aligns with your goals and objectives