In her new role Ms Taff will report to Stephen Prostano, president and chief operating officer at Silver Bridge, and will be responsible for further enhancing the firm’s family office services platform in collaboration with the technology and operations teams.  She will also work closely with Silver Bridge’s client advisory teams to refine the service model and client experience for family office clients.

“The wealth management landscape is rapidly evolving both in complexity and sophistication,” said Mr Prostano.  “Allison brings a deep expertise in creating family office solutions that will provide wealthy families with a structure to manage their wealth effectively and to pass on their legacy to future generations.”

Ms Taff worked with family offices in a variety of capacities.  As senior director of business development at Fidelity, Ms Taff was charged with building national awareness of its comprehensive platform of products, technology and services for the family office community.  Working closely with the sales and relationship management teams, she helped grow the business to serve more than 80 single family office relationships and over $10 billion in assets. 

Silver Bridge is owned by international law firm WilmerHale and has assets under management of $1.5 billion.