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Welcome to IceBridge Financial Group

Over $20 billion of  successfully executed financial transactions

Over 24 years of experience solving complex financial objectives

Fedutiary

Independent

Objective

We are a concierge-style multi-family office, specializing in serving the global needs of some of the most successful families and businesses. Our mission is to help our clients achieve their financial goals and provide them with peace of mind.

Our Services

We offer a wide range of investment advisory services to help our clients achieve their financial goals. Our services include financial planning, investment management, risk management, estate planning, and more.

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Investment Advisory

Our expansive investment solutions are designed to align meticulously with your distinct financial goals, utilizing industry-leading expertise and innovative approaches

Financial Report

Multifamily Office

Managing substantial wealth is complex. Preserving it through generations is even more challenging.  We simplify your financial life, and protect most precious resource - your time.

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Entrepreneurs

Comprehensive wealth management services tailored to your entrepreneurial journey, including succession planning, tax optimization, risk management, and retirement planning.

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Family level reporting

Track your current net worth, compare it with the past, and see where it's going. Designed for the new age investor—Modern, Beautiful, & easy to use.

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US Expats

We help US expats achieve financial security and peace of mind through tailored investment solutions and comprehensive planning strategies.

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Cross-Border

Cross-border financial planning, investments, and risk management are complex. It involves conflicting rules and regulations, related to various countries. 

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Risk Management

 â€‹We offer a strategic blend of tailored financial protections designed to safeguard ​lifestyle and legacy. This includes life insurance​, global private health insurance​, LTC​, ​e​tc. 

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PPLI & PPVA

Private Placement Life Insurance and Private Placement Variable Annuity are wealth planning tools used by family offices and high-net-worth individuals to invest in a tax efficient manner and transfer wealth to future generations more effectively.

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Why Choose Us?

At IceBridge Financial Group, we are committed to providing our clients with the highest level of service and expertise. We work closely with our clients to develop customized investment strategies that meet their unique needs and objectives. Our goal is to help our clients achieve their financial goals and provide them with peace of mind.

Fiduciary

Objective

Dedicated

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