ArchBridge Family Office

Overview

ArchBridge says it advises a limited number of wealthy families across the United States.² The firm reports advising 65 clients on more than $13 billion in investment assets and more than $15 billion in total wealth, based on figures published in 2025.¹ More than half of its client families live outside St. Louis, with the largest client populations in Missouri, California, Illinois, Florida and New York.³

The firm works with clients’ existing attorneys, accountants, bankers and other advisers.³ Its client base includes multiple generations and family entities such as trusts, charitable foundations, donor advised funds, limited liability companies, family limited partnerships and corporations.³

History

ArchBridge states that it was founded in 2002.¹ On April 28, 2025, the firm announced that St. Louis Trust & Family Office had adopted the ArchBridge Family Office name.¹ The announcement stated that the firm’s ownership, leadership, advisers, mission, vision and core values remained unchanged.¹

Timeline

1. 2002ArchBridge states that it was founded in 2002.
2. 2025The firm reports advising 65 clients on more than $13 billion in investment assets and more than $15 billion in total wealth, based on figures published in 2025.

Leadership

Julie Lilly is Chief Executive Officer.⁴ John Jennings is President and Chief Strategist.⁴ Michael Small is Executive Vice President and Chief Financial Officer.⁴ Stephen Cooper joined ArchBridge as Director of Private Markets in March 2026.⁵ In that role, he oversees the search, assessment and ongoing review of private equity, venture capital, private credit and real asset opportunities.⁵

Services

ArchBridge provides investment management and family office services under one advisory fee.³ The fee may be a fixed annual amount or a percentage of asset values.³ Additional fees apply to corporate trustee services and comprehensive bill payment services.³

Its investment work covers building portfolios, setting investment policies, choosing funds and managers, conducting due diligence, supervising investments and combining reports from different custodians.⁶ The firm also evaluates private market opportunities in private equity, venture capital and real assets, including direct investments presented by clients.⁶

ArchBridge says it does not accept or pay commissions and does not offer proprietary financial products.³ The firm is not required to act as trustee and currently serves as trustee for approximately 25 percent of the total assets it oversees.³ It also supports socially responsible, environmental, social and governance, and impact strategies through an external values aligned investing consultant.³

What the firm offers

• Investment management
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

ArchBridge serves wealthy families and related family entities, including trusts, charitable foundations, donor advised funds, limited liability companies, family limited partnerships and corporations.³ Its work can involve multiple generations within a family.³ The firm coordinates with existing professional advisers rather than replacing them.³

Investment philosophy and approach

ArchBridge says its investment process relies on evidence, considers taxes, emphasizes cost control and remains open to different strategies.⁶ The firm evaluates both traditional portfolios and private market opportunities, including direct investments brought forward by clients.⁶ It provides ongoing oversight and consolidated reporting across custodians.⁶

FAQs

Related resources

• LocationMultifamily offices in St. Louis

  This St. Louis directory helps families compare local multifamily office options by service focus and client profile. It gives a regional starting point for someone considering investment management, trust services, philanthropy, governance, administration, or private investments through an independent firm.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related planning decisions. A family reviewing ArchBridge's trust and fiduciary, philanthropy, and administration services can use these materials to identify questions for attorneys and family office advisers.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for wealthy families and single family offices. Its articles can help a business owner understand how investment oversight, family governance, education, and private investments may fit within a broader family office relationship.

• GuideWhen does a family need its own office

  This article helps readers consider whether their family's finances, responsibilities, and decision making have become difficult to coordinate alone. It can clarify when services such as bill pay, administration, governance education, fiduciary work, and investment oversight may justify exploring a multifamily office.

• Similar firmsArgos Family Office
  Commerce Family Office
  Matter Family Office

  Profiles of Argos Family Office, Commerce Family Office, and Matter Family Office provide additional points of comparison on this site. Reviewing these firms alongside ArchBridge can help a family or business owner compare service offerings, geographic focus, and approaches to managing complex financial responsibilities.

Sources

1. ArchBridge Family Office name announcement accessed 2026-10-23.
2. ArchBridge About accessed 2026-10-23.
3. ArchBridge FAQs accessed 2026-10-23.
4. ArchBridge Our Team accessed 2026-10-23.
5. ArchBridge Director of Private Markets announcement accessed 2026-10-23.
6. ArchBridge Investment Management accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.