Estate planning

Your wealth is more than just the sum of your assets. It's also about independence, the ability to meet the needs of your family, and to support the causes you believe in. That’s why estate planning is such a crucial component of our integrated service.

Our partners will work with you to preserve and leave a lasting legacy. WealthBridge will develop your estate plan and manage the estate planning structures, which depending on your situation may include trusts, holding companies or private foundations.