icn-expansion3Catering to domestic firms adding to their wealth management offerings or looking to expand their asset size, as well as international firms expanding into the US, Core Bridge navigates the operational obstacles to new investment strategies and vehicles, including physical space, with an eye toward risk mitigation of legal and regulatory issues.

Our three-step approach:

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Coverage

Expense Analysis

  • Budgeting
  • Office Procurement
  • Pro forma costs

Vendor Selection

  • Office Management
  • Research Providers
  • Banking/Insurance

Resource Management

  • Negotiation
  • Oversight
  • Documentation

We assess your business holistically to understand its strategy and clients, and then outline a systematic approach to establishing or evolving infrastructure.

We then roll up our sleeves to make the plan a reality.  Producing deliverables and managing timing and expectations, we create progress with as much or as little management involvement as desired.

After the finish line, Core Bridge serves as a permanent resource for outsourced areas and also fills staffing needs as directed, to ensure our clients’ operations are left in good hands.