Kingsbridge Wealth Management

Overview

Kingsbridge Wealth Management is a multi-family office and investment firm that combines the service and support of an independent advisor with the knowledge and experience of a large firm. They provide timely advice and an objective perspective to help clients make important decisions and simplify the complexities of wealth. Their services include investment management, estate planning, tax planning, and risk management. The firm focuses on private equity, real estate, and venture capital investments, targeting early-stage, growth, late-stage, pre-IPO, and buyout opportunities. They primarily invest in the United States, with a diverse portfolio spanning various industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrial, retail, transportation, utilities, education, hospitality, and agriculture. Kingsbridge Wealth Management's investment philosophy centers on understanding each client's unique situation to provide tailored solutions. They aim to build enduring, long-term relationships that produce the most suitable financial outcomes for clients and their families. Their approach emphasizes independence, working directly for clients to ensure their interests are at the forefront of all decisions. The firm has a track record of assisting families in navigating complex financial situations, implementing effective strategies, and achieving desired outcomes. Their experienced team is dedicated to delivering peace of mind and a level of service that sets them apart in the industry.

Investment Focus

• High net worth individuals and families seeking comprehensive wealth management services

Portfolio Companies