The team’s expertise and experience is rooted in more than two decades of providing straightforward, hands on investment management and advice for individuals and families.

Over the years, our clients started to have more and more questions about retirement options, tax efficiency, succession and estate planning, how and when to help their kids and grandchildren and leaving a legacy.

It became increasingly clear that we needed to take a co-ordinated approach that considered all of these critical factors, if we were to deliver best in class advice and wealth management services – for life.

So, we aligned an all-star team of specialists with a variety of backgrounds and training in order to bring forward the best solutions. We work as a team alongside our clients’ existing tax and legal professionals to simplify our clients’ lives and deliver clear, robust solutions.

The name “Forthbridge” was derived
from Scotland’s iconic Forth Bridge.
Completed in 1890, it remains a crucial
transportation link and the world’s
second-longest cantilever bridge span.

Like our team, the Forth Bridge was built as a
partnership between diverse interests striving for a common
goal: offer vital, dependable and timeless service while
remaining rock solid.

We also know that most family wealth fails to pass successfully
beyond the third generation. That fourth bridge requires
deliberate planning, communication and execution. We are
here to guide you across.