IceBridge
Financial Management

ndependent, flat-fee Family Office Advisory for global families and owner-led enterprises.

Independent oversight at moments when financial decisions become permanent.

Independent, flat-fee Family Office Advisory for global families and owner-led enterprises.

We advise families and family offices at moments when financial decisions become permanent.

We do not manage assets, sell products, or compete with internal investment teams.
Our role is to provide independent judgment, structural risk review, and coordination across legal, tax, investment, and fiduciary advisors—before commitments are made.

This sounds simple. It isn’t. And that’s why families call us.

Our work sits above investment selection and execution—focused on structure, sequencing, and decision risk across the family balance sheet.

What we do

All engagements are advisory-only, flat-fee (project-based or retainer), and never tied to assets under management or transactions.