Our Services
Tailored Wealth and Investment Solutions
At Crossbridge Capital, we serve globally mobile families, entrepreneurs, and professionals who need clarity, control, and discretion in how their wealth is managed. Our service offering is structured around three core areas: Wealth Solutions, Family & Legacy Services, and Market Access & Strategy—each designed to work together or independently based on your needs.
Wealth Solutions
- Strategic Advisory Client-directed investing with institutional research and structured guidance.
- Discretionary Portfolio Management Active, long-term strategies tailored to individual risk profiles
- Risk Management Resilient portfolios through diversified exposures and scenario analysis.
- Cost & Fee Oversight Transparent cost control with full visibility into your fee structure.
Family & Legacy Services
- Family Office Support Holistic support from reporting to private deal evaluation.
- Cross-Border Succession Planning Legal/tax coordination for generational wealth and global estate structuring.
Family & Legacy Services
- Family Office Support Holistic support from reporting to private deal evaluation.
- Cross-Border Succession Planning Legal/tax coordination for generational wealth and global estate structuring.
Market Access & Strategy
- Structured Product Solutions Custom notes for yield enhancement, protection, or defined outcomes.
- Private Market Investments Direct and co-investment opportunities typically reserved for institutions.
Not sure which service is right for you?
Let’s discuss how we can tailor a wealth strategy around your goals.