Our Process
A bespoke, step-by-step approach that integrates business strategy with family dynamics to ensure a seamless transition.
Why Work with iBridge?
No One Else Does What We Do
The journey of owning and managing a family business or family office is rarely straightforward—it’s a winding road filled with opportunities, challenges, and tough decisions. At iBridge, we help you navigate this complexity with clarity, confidence, and purpose.
What truly sets us apart is our belief that building legacies is a team sport. As the only firm in the U.S. offering this level of integrated, personalized service, we collaborate with your trusted advisors—tax, legal, wealth, banking, and more—to deliver a comprehensive plan. The result? A well-orchestrated strategy that unlocks your business’s full potential and ensures you enjoy the journey along the way.
The iBridge Process
Our proprietary 5-step process integrates life, business, family, and wealth planning into a cohesive, customized strategy tailored to your unique goals. Whether you’re uniting family around a shared vision, maximizing business value, or planning a seamless transition, we create a roadmap to protect your legacy and secure your future.
1.
Identify
We resolve urgent family and business tensions, then help owners define their ideal next chapter – for themselves, the business, and its future leaders.
2.
Protect
By design, our work is a team sport – we partner with owners’ advisors to ensure that families, businesses, and wealth are fully prepared, protected, and positioned for success.
3.
Build
We architect the structure to unify family, ownership, and business – while transforming the company into a more valuable, profitable, and transition-ready enterprise.
4.
Harvest
New leadership is driving, with owners riding shotgun. Owners are stepping into their next chapter; wealth, legal, and tax strategies are humming and the family’s future feels real.
5.
Manage
Now owners are living their passion. The wealth, tax, and legal strategies are all dialed in; owners can decide whether to pass on the keys or put up the “For Sale” sign. The next chapter is theirs to write.
How We Help Family Businesses
We guide owners through growth, transition, and legacy planning — with family harmony at the center.
Unify Family & Ownership
Align goals, resolve friction, and design governance that lasts
Grow Profits & Value
Streamline operations, boost performance, and build an asset worth owning—or selling
Strengthen Leadership
Identify, develop, and transition the right leaders
Design Your Transition
Prepare the business to scale, sell, or seamlessly pass down
Turnaround & Reposition
Reset strategy, restore profitability, and rebuild leadership trust
How We Help Family Offices
Whether you’re evolving from a family business into a family enterprise — or managing one — we bring clarity, structure, and performance.
Align Family Vision & Strategy
Create clarity, unity, and direction across generations
Strengthen Governance & Succession
Implement the structures that protect legacy and drive results
Professionalize Operations
Increase efficiency, accountability, and sustainability
Tune Up Portfolio Companies
Improve performance and value across operating businesses
The iBridge Family Enterprise Ecosystem
How We Design Tailored Solutions to Build Legacy, Family Harmony, and Thriving Business Enterprises
Every family business faces a decision: build it to sell, pass it down, or turn it into a long term family asset. This third path – what we call the Family Enterprise – lets families retain the business, shift from operators to governors, and build something that supports future generations’ goals and passions.
This model can include a familiy office, portfolio businesses, shared assets, and a clear talent pipeline – all anchored by structure, alignment, and unity.
This graphic shows how we help families design their enterprise for long-term success.
