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.
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.
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
With our tailored approach, we guide owners to clarify their vision and craft bespoke solutions to achieve their business, life, and family goals
1.
Identify
We begin by intimately understanding your family’s unique challenges and aspirations. Through a tailored assessment, we craft a strategy that aligns your personal and business goals with clarity and purpose.
2.
Protect
In collaboration with your trusted advisors, we meticulously craft a strategy that safeguards both your business and family legacy. Our holistic approach ensures every dimension of your life and wealth is seamlessly integrated and protected.
3.
Build
Our solutions are tailored to each client’s needs and goals, but our work spans family and business governance, streamlining business operations, increasing profitability and value, and onto designing both family business for seamless transitions or lucrative sales.
4.
Harvest
As your business flourishes, we cultivate leadership to ensure future growth. Meanwhile, you gradually transition into your next chapter, confident that your family and business are set for enduring success.
5.
Manage
With the next generation of leadership in place, you step fully into your new phase, secure in the knowledge that your legacy is protected and thriving. You now have the freedom to focus on new passions, knowing your business is in expert hands.
Let’s Connect!
Yes! I am interested setting up a time to chat about my family business.