Planning

We offer wealth management and financial planning to private individuals, families, corporate executives and others, helping them define their priorities, lifestyle needs and milestones. It is through planning that money and goals can work together toward the most desirable outcomes.

Our capabilities include:

Investments

Our investment philosophy balances functional asset allocation, tax efficiency and cost effectiveness with goal-driven investing. We begin by securing a thorough understanding of each client’s expectations, objectives and tolerance for risk. Based on these unique characteristics, we then develop a differentiated “Core-Satellite” strategy for each client portfolio. We strive to build and maintain a portfolio that offers total return while balancing volatility.

SevenBridge Investment Strategy

Family Office Services

High-net-worth families experience a unique set of challenges that require specific expertise to ensure that personal and financial matters are being handled with the utmost care. We advise on a broad range of services to fully meet the needs of our family office clients.

Our customized services and strategies for family office clients include: