Stone Bridge Capital operates two clearly distinct service models. One is a long-term mandate — a continuing role coordinating the family's cross-border affairs across capital, structures, residency and personal matters. The other is discrete — a specific piece of work delivered as a standalone engagement, with a defined scope and outcome.
Both are delivered directly by the principal, supported by the same network of external partners across jurisdictions. The choice between them is not about quality or attention — it is about the shape of the relationship the family needs at a given moment.
HOW TO
CHOOSE
If you are not sure which service model fits your situation, the simplest path is a brief conversation. We can usually determine within one call whether a full mandate would serve the family well, or whether a standalone engagement would better address the immediate need.
Some families begin with a standalone engagement, understand how we work, and later decide to expand into a full mandate. Others come to us directly for a mandate because their situation demands it. Both are legitimate paths, and neither is preferred over the other.
WHAT
WE DON'T DO
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We do not manage client assets directly, nor act as a licensed asset manager (CySEC-regulated activity)
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We do not provide legal counsel, we coordinate with licensed lawyers
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We do not provide tax advice, we coordinate with licensed tax advisors
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We do not receive commissions, kickbacks or referral fees from product distributors
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We do not act as a licensed real estate agent or broker