Client Services
Effective Wealth Management requires the collective expertise of several different financial disciplines. At Kingsbridge Private Wealth Management we are focused on truly knowing and understanding our client families and providing them with comprehensive planning and wealth management. Learn More
We are constantly evaluating solutions that address our client’s needs and we work closely with our client families to create a customized framework for making consistently good ongoing financial decisions. In most cases we will develop a framework to address; cash flow and lifestyle facilitation, asset allocation, risk evaluation, investment management, tax planning, estate planning, and general family office services.
We are constantly evaluating solutions that address our client’s needs and we work closely with our client families to create a customized framework for making consistently good ongoing financial decisions. In most cases we will develop a framework to address; cash flow and lifestyle facilitation, asset allocation, risk evaluation, investment management, tax planning, estate planning, and general family office services.
- Cash Flow / Lifestyle Facilitation
- Asset Allocation Strategy
- Diversification and Correlation of Investment Returns
- Performance Measurement and Attribution
- Stress Testing using Monte Carlo and Bootstrapping Simulations
- Risk Evaluation
- Evaluation of Concentrated Assets
- Tax Planning and Coordination
- Focus on tax Efficiency and After Tax Returns
- Wealth Transfer and Estate Planning
- Asset Protection
- Trust and Trustee Issues
- Family Governance and Multi-Generational Planning
- Family Office Services
- Entity Management
- Private Intra-Family Liability Management
- Book Keeping and Accounting Coordination
- Bill Payment
- Collectibles Planning
- Consolidated Reporting and Document Management
Kingsbridge Private Wealth Management has a unique approach to investment management. We firmly believe that we can best serve our client families by being hands on investment manager with regards to certain investment strategies. We currently manage the following investment strategies: Learn More
- Municipal Fixed Income
- 5 – 10 Year Duration
- High Quality Underlying Credit Ratings
- 5% maximum position size with a focus on inefficiently priced odd lot bonds
- California and Multi-State / National Portfolios
- Highly focused on return of principal and risk control
- US Large Capitalization Core Equities
- Top Down Macro Economic Approach
- Sector Weightings that reflect our Macro Economic Observations
- Risk control – 2% base position size with high conviction stocks going up to 4%
- Utilization of outside Analysts for stock specific analytics and evaluation
- Index Replication with a Tax Efficiency Overlay
- Quantitative Index Replication focused on minimizing tracking error
- Tax Efficiency Overlay Strategy – focused on creating a tax 'Alpha'
- Opportunistic Investment Strategies and Alternative Asset Classes
- Build it or Buy Analysis
- Evaluation of Market Dislocations
- Private Investment Partnership focused on Non-Agency Residential Mortgage Backed Securities (RMBS)
- Outside Investment Manager Search and Selection
- Our Investment Management Expertise gives us a unique perspective when evaluating outside investment managers and products
- Coordination of Comprehensive Performance Reporting and Tax Reporting
- Manager and Strategy Due Dillegence
- Collective understanding of tax implications and capital gains and losses
- No Conflict of Interest – our compensation is not determined by a client’s asset allocation or internal versus external manager selection
Many families face multigenerational wealth transfer issues. Every situation is unique to that family and requires a customized approach that generally incorporates the use of multiple trusts and entities. The complexities created by implementing wealth transfer strategies can be cumbersome to effectively administer. Kingsbridge Private Wealth Management is experienced in administering complex wealth transfer plans and coordinating the collective expertise of many different professionals. Our approach is to integrate the work of attorneys, accountants and other professionals to create and implement wealth transfer strategies and to work with potential heirs to make sure they are ready to inherit the family wealth. Learn More
Special areas of focus include:
Special areas of focus include:
- Preparation of Next Generation
- Business succession planning
- Philanthropic endeavors/charitable giving
- On-going estate plan and beneficiary review
- Tax reduction strategies
- Family Limited Partnership / Family Limited Liability Company Administration
- Gifting & Charitable Contributions
- Current & Successor Trusteeship
