Because managing the family can be as complex as managing the family assets.
Family money can provide wonderful possibilities as well as unique and rarely addressed challenges. At North Bridge, we do not offer advice on the financial management of family money, but rather on the personal, parental, educational, social, and emotional aspects of family money. Our focus is on helping our clients to grow and maintain a family ethos that positively integrates and balances economic security in their lives, and the lives of future generations.
We work with parents, individuals, and extended families as they strive to balance the intergenerational complexities associated with family money, including:
The Family and the Family Money We address the risk factors that affluence can inadvertently create for parents, children, grandchildren, and extended family members so that the money can be a constructive factor in the lives of all family members. Learn more...
Parenting amidst Economic Security We offer education, support and specific strategies to ensure that the family money will be a helpful tool for their children to craft meaningful and engaged lives.Learn more...
Finding Your Calling Through our proprietary What Now? Process, we guide twenty-somethings, mid-career professionals, and career explorers through a personal and reflective process that helps identify their individual motivations, hesitations, and goals. Learn more...
Choosing the Right School We work closely with our clients and their children to explore independent-school and higher-education options that can provide an opportunity for their student to thrive, grow and develop to their fullest potential. Learn more...
Engaging in Family Philanthropy Utilizing our Flipped Foundation protocol, We work with individuals and families to develop philanthropic goals that can support and engage a family's highest aspirations across generations. Learn more...
Sharing Family Property We work with families to create viable and enduring management structures that can help keep the family and property together for generations. Learn more...
We offer guidance on something more precious than your financial assets: Your family.
As an independent LLC, The North Bridge Advisory Group works in a professional and highly confidential environment. We are a strictly fee-based service and do not manage assets, sell investment products, or offer legal advice.