Silver Bridge Launches the Silver Bridge Institute

BOSTON, June 16, 2011 /PRNewswire/ -- Silver Bridge, an independent wealth management firm, today announced the launch of Silver Bridge Institute (SBI) – an educational platform that empowers its clients and the broader community to become more engaged in their financial lives. The educational curriculum provides a knowledge base and a unique set of tools for continual and collaborative learning.  

"Recent turmoil in the financial markets has investors and their advisors engaged as never before. We embrace this opportunity to facilitate conversations on financial topics that have traditionally been the domain of the family patriarch and their trusted family advisors. Educators, academics and researchers have found that today, women and the next generation want to join the discussions from a well-informed position.  The Silver Bridge Institute was designed to satisfy all of our client's needs," explains Steve Prostano, Chief Executive Officer of Silver Bridge.

SBI is an expansion of the "Woman's Perspective" series which was launched in 2009 under the leadership of Dune Thorne, Managing Director at Silver Bridge and Faculty Advisor to SBI. She notes, "Today's women and adult children family members feel it is their responsibility to better understand what their wealth is invested in, how that wealth is being directed in the community, and what their financial exposure is to political, economic and business risks. We have a tremendous line-up of educators and practitioners to help educate and empower our clients to seek out opportunities and to take an active role in their family's financial success."

Allison Taff, Director of Strategic Planning for Silver Bridge and SBI commented, "We believe that educated and thoughtful clients push us towards continual improvement in our work and thinking. As such, SBI has designed a robust curriculum based on four cornerstones of wealth management." These include:

• Investments: Understanding the markets and how to construct and implement thoughtful portfolios.
• Wealth Planning: Knowing what one has and how to incorporate budgeting, tax planning, insurance and estate planning into a thoughtful financial plan that is aligned with one's goals and dreams.
• Strategic Philanthropy: Creating impact and inspiration to help do good in the world.
• Family Continuity: Being knowledgeable about family dynamics, business transition, health, security and a range of other topics integral to successful legacy planning.

The 2011-2012 SBI calendar includes seminars, workshops, forums and customized private sessions on topics such as "A Woman's Perspective: Financial Foundations",  "Strategic Philanthropy: A Toolbox to Leverage Your Giving(1)",  "Impact of the Rise of Social Media", "Raising Financially Savvy Kids(2)",  and "Communicating with the Next Generation.(2)".  SBI's offering is a collaboration between Silver Bridge and expert industry partners and programs are being offered nationwide.  

To learn more about SBI and find a list of upcoming events visit www.silverbridgeinstitute.com.

About Silver Bridge

Silver Bridge is an independent wealth management firm with over $3 billion in assets under advisement. For more than 80 years, Silver Bridge has focused on helping individuals and families realize their financial goals and aspirations. The Firm offers objective, thoughtful advice and customized solutions that are aligned with each client's investment, philanthropic, tax, and wealth transfer objectives. All investment advisory services are provided through Silver Bridge Capital Management, LLC, a registered investment adviser and affiliate of Silver Bridge Advisors, LLC. For more information about Silver Bridge, visit http://www.silverbridgeadvisors.com.

(1) Presented in partnership with Ridgeway Advisors

(2) Presented in partnership with Access Circles

Media Contact:
Kellie Walsh
914-315-6072
[email protected]

SOURCE Silver Bridge