Rockbridge for Families
For over 20 years, Rockbridge has worked with successful individual and families to help ensure they have the proper wealth and risk management strategies in place to help protect, preserve, and grow their wealth. Doing this shouldn’t be so complex, which is why, or team focuses on simplifying the complex by listening to your goals and customizing a holistic plan to help you achieve a life well planned, both for you, your family, and for generations to come.
Management of assets for both trust and personal accounts.
Helping families and/or their charity of choice receives assets in accordance with their wishes without a negative impact on a family's current income.
Help ensure net worth passes to the next generation intact, net of possible estate tax consequences.
Tax efficient transfer of assets, businesses and/or trusts to the next generation.