The risk is in the connections.
Your business, investments, trusts and family obligations may each have their own advisors. But no one may have examined how those decisions work together.
Capital Review identifies gaps, conflicting assumptions and overlooked risks across your wealth. You receive a written assessment with clear priorities and next steps to discuss with your existing professionals.
What we review
Ownership & Control
How your principal assets are held and who controls them.
Liquidity & Concentration
Where your wealth is concentrated and how accessible it is.
Business & Personal Exposure
How business obligations affect your personal capital.
Tax, Estate & Cross-Border Coordination
Where existing plans may require closer coordination.
How it works
We agree on the scope and fixed fee, review the relevant documents, and provide a written assessment with clear priorities and next steps.
Request a Capital Review
Tell us briefly about your situation and schedule an introductory call to discuss whether a Capital Review is appropriate.
All engagements are advisory-only, flat-fee (project-based or retainer), and never tied to assets under management or transactions.
IceBridge Financial Management
Independent oversight at moments when financial decisions become permanent.