Estate Planning

Preserve your legacy for future generations with
comprehensive estate planning solutions. From wealth
creation to distribution and preservation of assets, we
disign solutions that address every aspect of your plans.

Multigenerational Wealth

Preserving wealth and planning for succession are the final pillars of a complete and robust financial structure. Our wealth advisory services take a cross-border approach, wherever you are in the world, creating a bridge for multigenerational solutions.

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  • Trust and Estate Planning, creating a roadmap to establish what are the most important things for you.

  • Understanding risks and addressing all possible solutions to ensure a well executed plan.

  • It's never too early to start planning, whether it's for retirement, selling your business, or transitioning leadership to the next generation.

From the "start up" to the distribution phase

Before making any recommendations, we begin with the most important step: listening to your plans. Your goals are at the center of our process. You can always count on a personalized, one-on-one approach that makes you feel valued, not just like a number. Our aim is to establish long-lasting relationships for generations to come.

Understanding Capital Structure

Our commitment is to integrate clients with multinational challenges, allowing them to take full control of their wealth, without compromising performance.

Managing

Your concentrated wealth

Alternative Investments, Charitable giving, Retirement, Liquid Savings, Real Estate.

Asset Allocation

Tax strategies that encompass every aspect of your wealth.

Dedicated
Team

Mason Westbridge Corporation provides a full range of financial services including adivosry services, asset management, business consulting and insurance through its subsidiaries. Mason Westbridge Asset Management LLC acts as the investment advisor and asset managent firm, Mason Westbridge Consulting LLC provides business consulting solutions and act also an insurance agency, Mason Westbridge Associates LLC and Mason Westbridge Capital LP are affiliates of Mason Westbridge Corp.

*Mason Westbridge Asset Management LLC is registered as a CPO (Commodity Pool Operator) and provides investment advise and asset management on futures to commodity pools only, not available for retail investors.

Investment Advisory services offered through Mason Westbridge Asset Management LLC, an state registered investment advisor. Check Investmenet Advisor Public Disclosure (IAPD) for more information

All content on this site is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity

There are risks associated with investing in securities, commodities and property. Investing over securities and commodities such as stocks, bonds, exchange traded funds, mutual funds, money market funds, cryptocurrency involve risk of loss. Loss of principal is possible. Asset allocation and diversification do not guarantee a profit neither the protection against loss.Investing in any asset class can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment.  Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, read the Security Futures Risk Disclosure Statement. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement.