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
Contact us today for a private conversation > Let us help you address strategies surrounding