Estate and Trust Planning

For over 30 years, the principals of Kingsbridge have specialized in assisting affluent families in the area of estate and trust planning. Unlike many wealth-management firms, we have built our company on the premise that estate planning is an integral part of the wealth planning process. Our process analyzes three key objectives: financial independence, legacy planning, and the deployment of social capital. We utilize discovery and analytic tools to clarify your situation and your alternatives, and help you focus on the strategies with most potential. There is a natural tension between these three, and we work with our clients to identify the desired balance and develop effective solutions aligned with your long term goals and vision for the future. Whether it is developing and analyzing life insurance solutions, working with your attorney or tax advisors, or implementing advanced trust or planning strategies, our goal is to help you implement a plan that makes your vision for the future a reality.