Bridges Trust

Bridges Trust

Financial Services

Omaha, Nebraska 2,112 followers

Trust for Generations

About us

We are Bridges Trust. A privately-owned trust and wealth management firm, we provide comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Please visit our website for additional information and important disclosures at: https://bridgestrust.com/disclosures/

Website
http://bridgestrust.com
Industry
Financial Services
Company size
51-200 employees
Headquarters
Omaha, Nebraska
Type
Privately Held
Specialties
Trust and Estate Administration, Family Office Services, Philanthropic Advisory Services, Strategic Planning, Wealth Management Services, and Investment Management

Locations

  • Primary

    13333 California St

    Suite 500

    Omaha, Nebraska 68154, US

    Get directions

Employees at Bridges Trust

Updates

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    2,112 followers

    Bridges Trust is proud to welcome Blake Gunderson as Vice President and Relationship Manager. Blake's role will be focused on nurturing client relationships and showcasing the value that Bridges Trust offers to both current and prospective clients. With knowledge in client management, personalized wealth strategies, business development, and aligning family and business interests towards wealth objectives, Blake's passion lies in navigating clients through complex financial challenges and helping them pursue their financial goals. We are excited to have Blake on board and invite you to join us in welcoming him to the Firm. #BridgesTrust #TeamGrowth

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    We are pleased to introduce Nick Shannon, CRPC®, one of the newest members of our team at Bridges Trust, who has joined us as Vice President and Relationship Manager. With over a decade of wealth management experience, and a dedication to nurturing client relationships, Nick brings a fresh perspective to enhance our value proposition. Committed to helping guide families toward financial goals across all life stages, Nick's leadership in wealth management is focused on delivering quality service. Join us in welcoming Nick Shannon to Bridges Trust as we work together towards new milestones and dedicated client service. #BridgesTrust #TeamGrowth

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    We are excited to announce the promotion of Jack Holmes to Chief Investment Officer (CIO) at Bridges Trust. In his new role, Jack will lead our investment team, shaping the firm's capital markets expectations, and designing personalized investment strategies for our clients. As CIO, Jack will direct the team in research and strategy management, aiming to help ensure that our investment approach remains cutting-edge and client centric. His collaboration with relationship managers on client portfolios will further strengthen our on-going quest to deliver built-to-suit strategies that align with our clients' financial goals. Please join us in congratulating Jack on his new position as he continues to uphold our dedication towards excellence and innovation in wealth management. #TheBridgesWay #BridgesTrust #LeadershipAnnouncement

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    We are pleased to announce the promotion of Nick Wilwerding as the President and CEO of Bridges Trust. In his new role, Nick will lead the strategic direction of the company, overseeing all facets of our investment strategies, client portfolios, and financial operations. Nick joined Bridges Trust in 2017 and has demonstrated a dedication of hard work ethic and a profound ability to serve our affluent client base and uphold Bridges Trust’s values-based culture. Nick's collaborative approach with both colleagues and clients exemplifies our pursuit of excellence and integrity. Please join us in congratulating Nick on his new role as he continues to drive Bridges Trust’s goals towards future success and growth. #TheBridgesWay #BridgesTrust #LeadershipAnnouncement

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    Discover the next chapter and strategic transitions at Bridges Trust, as Ted Bridges reflects on the pivotal leadership changes and the core values shaping its future. Join Ted on an inspiring journey through decades of history, growth, client dedication, and the aspiration towards excellence that defines Bridges Trust's legacy and the transformative vision aiming to drive Bridges Trust into a promising new era. https://lnkd.in/gb9U6Gip

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    Bridges Trust is pleased to share the recent publication in the Omaha World Herald highlighting the executive officer promotions slated to commence on July 1, 2024. Nick Wilwerding will be elevated to the position of President and Chief Executive Officer (CEO), and Jack Holmes, will transition to the role of Chief Investment Officer (CIO). With over four decades of dedicated service, Ted Bridges will pivot his focus towards firm governance, as Co-Chairman on the board of Bridges Holding Company. This strategic leadership evolution positions us optimally for the future, reinforcing our goal towards excellence and exceptional client service. Learn more about this transition in the Inside Business section of Omaha World Herald linked below. https://lnkd.in/guTt4sPd

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    Bridges Trust had the distinct honor of serving as the 2024 honorary chair for Boys & Girls Clubs of the Midlands On The Road event. This remarkable occasion raised over $1.1M in donations to support the clubs and advance their mission of providing essential support and resources to children in need throughout the community. The generosity and commitment displayed at the event underscored our shared dedication to fostering a brighter future for the next generation of young individuals, helping empower them to thrive and succeed. #ontheroad2024 #boysandgirlsclubs #bridgestrust #CirqueDuClub

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    We are thrilled to celebrate Bridges Trust Relationship Manager Brett Lindstrom, CAP®'s recent accomplishment of completing a half-ironman! This incredible feat truly showcases Brett's steadfast commitment to excellence and his dedication to achieving remarkable goals. Join us in applauding Brett for this impressive achievement and for embodying the spirit of perseverance and resilience both inside and outside the workplace. #HalfIronman #CommitmentToExcellence #Dedication

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    As representatives of Bridges Trust, we were thrilled to participate in the Women's ICAN Conference. The energy of having almost 3000 incredible females in one room was simply empowering and electric. Let's continue to amplify our voices, showcase our value, and tell compelling stories that embody our WHY. Here's to a future where women's contributions are not just recognized but celebrated. #BridgesTrust #ICAN2024

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    Bridges Trust welcomes Brooke Smithberg as a Vice President and Senior Trust Officer within our Trust & Estate Team. With a solid background in trust administration, estate planning, and wealth transfer strategies, we are confident Brooke is well-equipped to support our clients in these critical areas. Her experience brings additional depth to our team's capabilities, helping enhance our commitment to serving our clients effectively. She understands the importance of managing complex assets and is ready to contribute her knowledge and skills to our firm. Brooke's commitment is further underlined by her numerous professional credentials, including the Nebraska State Bar License and PHR certification, and her continuous pursuit of growth through various leadership and certification programs. At Bridges Trust, we value the trust our clients place in us and are constantly seeking ways to expand our services. The addition of Brooke as our new VP and Senior Trust Officer aligns with this goal, and we're optimistic about the contributions she will make. Please join us in welcoming Brooke Smithberg to Bridges Trust. Here’s to new beginnings and shared successes! #BridgesTrust #WelcomeBrooke #SeniorTrustOfficer #NewBeginnings #TeamGrowth

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