Why Ashbridge - A Family Serving Families

"Because we are a family company, we deeply understand the issues, both financial and non-financial, facing wealthy families."

The Grace family has over 50 years of experience in dealing with a wide variety of wealth management issues. Ashbridge was formed out of this experience and still to this day applies this knowledge to the challenges our clients face in managing their wealth.

Our unique background provides us the experience to advise clients on family governance and provide education on investments and other matters to the various generations of families. We seek to empower family members who may currently lack investment expertise, to more fully participate in the family's financial affairs.

In the community we are viewed as a family not a corporate entity. Because of this we have established relationships with other wealthy families. This “family network” built up through years of dealing with the Grace family’s and our clients’ wealth management issues provides our clients unique access to resources and ideas for which many companies would not otherwise have access to. Many of our best ideas come from the family connections we have made through the years.

Overview / A Family Serving Families / Private Ownership / Alignment of Interests / One Location / Customization, Flexibility, Attention