What We Do

Live the life you imagined.

Our WonderLife® experience helps high-profile clients envision the future, rendering that vision into measurable goals and objectives consistent with their values, creating pathways to success and significance. If you’re like other ultra‐wealthy clients, personal success is not defined by a portfolio or its benchmarks — it is defined by your ability to align your interests to your career, life and wealth goals. We help you consider your wealth in the context of your life by answering the essential questions:
  • What keeps you up at night?
  • How do you find peace while pursuing your dreams?
  • Are you struggling with the gap between your expectations and your present reality?
  • How will you measure your life?
  • How much is enough?
  • Do you have a Plan B?
"Wonder is the beginning of wisdom" ‐ Socrates

The glory of your story.

Our goal is to help our exceptional clients turn career success into a life of significance. For many, it means creating a legacy that will live beyond their lifetime, impacting their families, communities or culture in a meaningful and lasting way. Our distinctive approach encourages every client to write their own story instead of conforming to the crowd. You have been given an incredible gift. Your story matters and what you care about is important.

The dynamic and complex nature of the sea is a metaphor of the lives and relationships of high profile clients, which can be a particularly intense journey. Even when you have "made it," achieving levels of success long sought after in our culture has its downside and demands a unified solution based on your original, one‐of‐a‐kind story. And its authenticity is priceless.

"I am not afraid of the storms for I am learning how to sail my ship." – Louisa May Alcott

More than ever, maximizing success and wealth creation depend on your ability to stay focused on your career, life and wealth goals amid an endless array of potential distractions and detours.

Stonebridge specializes in the design and implementation of customized strategies based on your story and personal goals. We help you define success and significance, then work together to achieve it.

As a multi‐family office, we do life together. This is about helping you manage your life, not a benchmark, aligning investment strategies to your goals and learning from a community of peers. This experience is intended give you greater confidence and peace of mind about tackling any challenge that may arise along the way recognizing anything is possible.

"The only person you are destined to become is the person you decide to be." - Ralph Waldo Emerson

What happens when you focus on lives instead of benchmarks?

This isn't about risk and return objectives that's simply math. This is about identifying and articulating what you love and care about most, understanding your obstacles and opportunities, and how you desire to live your life.

If you're investigating wealth managers, you've probably noticed very similar lists of services. So much so, you might think we're all the same. Not even close. Sure, we check off all the boxes — investing, tax management, financial and estate planning, trust administration, charitable giving and philanthropy — yet you can't box us in with everyone else.

That's because we've reinvented the traditional wealth management process, and deliver our customized solutions for celebrities by bridging the gap between your goals and the wealth you’re creating to achieve them. In addition, we help our successful clients and their business managers by offering cash flow management, innovative short‐term investment strategies for tour advances, tax minimization, asset protection, data aggregation and family group reporting as well as other services designed to preserve and enhance celebrity wealth.

"Ambitious goals make for outstanding achievements." – Nike

Why it changes everything.

WonderLife® helps bring the dream into the routine. If you want to see where you will be in five or ten years, or end of career, just look at what you did today. Now is a powerful moment and underscores the importance of being fully present and engaged in your life.

We strive to make this experience as efficient as possible by tracking each portfolio metric relative to each of your goals, as well as to the market. It measures real progress, and the implications of that are profound. When your portfolios are focused on achieving career, life and wealth goals, you have more opportunities to:

  • Generate excess capital beyond investment returns.
  • Have more reliable income distributions to meet expenses.
  • Make better decisions.
  • Ward off emotional reactions to market downturns by remaining focused on the bigger story of your life.
"We all have two lives. The second one starts when we realize we have only one" – Tom Hiddleston.

Go confidently in the direction of your dreams.

It’s important to measure what matters most. Because what you don’t measure never gets done. Glancing at a statement and then filing it away does little to get you in control of your wealth. Goals‐based reporting allows our high‐profile clients to visualize progress against personal success measures, aligning decisions with long‐term goals for sustained success. And you see all the success metrics supporting your clearly defined goals from current lifestyle to future lifestyle needs, parental and family support to charitable giving and career transition to retirement. Not only does that empower you to know when to make a change, it helps anchor you in volatile markets.

Our high‐touch, relationship‐centered approach is coupled with the utmost privacy and discretion to help support each client’s incredible gift of performance, whether artistic and creative expression or athleticism, as they embrace their story and live the WonderLife®.

"Life is not a problem to be solved, but a reality to be experienced." – Soren Kierkegaard

  • The Loews Vanderbilt Tower
  • 2100 West End Avenue, Suite 660, Nashville, TN 37203
  • (615) 309-0832 | (800) 847-1030

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