Advanced Planning
Advanced Planning
Vanbridge provides wealth, estate and succession planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families to help grow, protect, preserve and pass on wealth. Our team utilizes a mix of unique and fundamental planning techniques and offers high-touch concierge service to HNW, UHNW, business, and family office clients.
Protecting Families, Businesses, Estates, Enhancing and Preserving Capital while providing Stability.
We adopt a comprehensive approach to assessing situations, ensuring our recommendations consistently align with specific objectives. By vigilantly monitoring industry trends and staying abreast of legislative shifts, as well as product updates and new concepts, we make sure potential strategies are flexible, competitive, and responsive.
We thoroughly assess situations and make recommendations to ensure they meet objectives, monitor industry trends, and stay ahead of legislative changes, product updates and concepts to ensure potential strategies are flexible, competitive and responsive. While we often leverage our proprietary tools and resources, we believe that the key to successful outcomes is genuine client collaboration. We work in partnership with our clients’ advisory teams —including asset managers, fiduciaries, trustees, legal experts, and accounting professionals—ensuring effective delegation and a cohesive strategy.
Areas of Specialization
Estate Preservation, Succession, Liquidity and Enhancement, Gifting, Charitable Giving
Premium Financing: Design, Management, Analysis, Funding
Private Equity, Hedge Fund and Family Office Specialists
Adjusted Gross Income Tax Reduction Programs
Decumulation Hedges
Stock and/or Portfolio Concentration Risk
Through sophisticated techniques and an approach that is collaborative, dialogic, and interactive, we present each case in a unique consultative format. The process typically begins with discussions related to the client’s financial, business, and personal background. Additionally, whenever possible, we conduct deep-dive research on our clients, which aims to uncover more intricate details, nuances and complexities that might not be evident or initially recognized.
The design process may require a serious analysis or a simple solution based on these conversations. The primary contact will assist in understanding what those steps should be. If it is more transactional – an obvious basic need – the case design team will analyze and benchmark the products for the most viable options and work with the advisor and/or client to pursue those scenarios.
If it’s more complex, we will complete a detailed and objectively written analysis. These may include full structural concepts and strategies as well as transparency around product benchmarking and costs. These are not boiler-plated and are specific to the client – each situation is different. Plans are based on the complexity of the issues that exist in each situation. The output does not drive the overall work but rather the input required to create it.