Tracing its roots back nearly 80 years, Bridges Trust works diligently to earn high respect in the marketplace and appears to show no signs of slowing down. Even as this multigenerational business moves towards a new era of leadership, it is believed that the enduring success of Bridges Trust can be linked to its range of services offered, commitment to personalized strategies, and intentions to serve clients for generations to come.
Bridges Trust offers services in investment management, trust and estate planning, philanthropy, and family office support. This array of services is designed to help meet the needs of ultra-high net-worth individuals, families, and foundations looking for a combination of discretion, customized strategy, and wealth preservation across generations.
Bridges Trust operates on a foundational philosophy that effective wealth management requires a deep understanding and alignment with the distinct ambitions of each family member. This approach has helped foster enduring and trusted relationships for the firm.
To elevate this commitment, Bridges Trust offers Philanthropy Services, supported by the Philanthropy Consulting team, and the knowledge of six Chartered Advisors in Philanthropy®. These professionals offer guidance to clients on navigating the complexities of making a significant societal impact through strategic philanthropy efforts. Their collective experience includes the administration of charitable trusts and family foundations, in addition to managing assets for trusts, foundations, and endowments.
By offering these services, Bridges Trust seeks to seamlessly integrate wealth management with impactful community giving, enabling clients to establish legacies that go beyond financial wealth. The firm’s philanthropy services are designed to guide clients across all stages of their philanthropic endeavors—from selecting causes that align with personal values and devising effective giving strategies, to setting up charitable foundations.
The team’s approach is personalized and built to suit, focusing on immediate goals while considering the long-term impacts of philanthropic activities. This includes a commitment to educating subsequent generations on the principles of meaningful philanthropy.
With an eye on the evolving landscape of philanthropy, Bridges Trust strives to stay informed, helping to maintain its status as a trusted advisor in charitable efforts. In doing so, Bridges Trust seeks to equip its clients with the ability to make lasting impacts on the causes they are passionate about, bridging wealth management with the noble objective of enriching communities.
Bridges Trust
13333 California St., Ste. 500
Omaha, NE 68154
402.393.8300
bridgestrust.com
DISCLOSURE: “Bridges Trust” and its logo reference independent services offered by Bridges Trust Company (“BTC”), a trust company chartered through the Nebraska Department of Banking and Finance; Bridges Trust Company of South Dakota (“BTC-SD”), a trust company chartered through the South Dakota Division of Banking; and Bridges Investment Management, Inc. (“BIM”), an SEC-Registered Investment Adviser.
CAP® and Chartered Advisor in Philanthropy® are registered trademarks owned by the American College of Financial Services.
This profile originally appeared in the 2024 FACES of Omaha, presented by Omaha Magazine. To see the full book, see our flipbook here.
