Clay Skurdal

About Clay Skurdal

Your family wealth took decades to build. Transitioning that wealth requires equally sophisticated planning.I work exclusively with business-owning families, corporate executives, and ultra-high-net-worth households ($30MM+) navigating the complex transition from entrepreneurial success to sustainable, multi-generational wealth.The families I serve face unique challenges:You\'ve built substantial wealth—often concentrated in a single business or asset class. Now you\'re contemplating a liquidity event, succession plan, or have recently sold. Your questions aren\'t about basic portfolio allocation. You\'re dealing with restricted stock, Delaware Statutory Trusts, private placement life insurance strategies, wealth transfer, family trusts, and intricate tax structures that most advisors never encounter. You need someone who understands the difference between managing money and orchestrating a family\'s financial legacy.My specialty: The intersection of wealth and complexity*Pre- and post-liquidity event planning: Maximizing after-tax proceeds from business sales, IPOs, or transitions*Advanced tax mitigation: Sophisticated deferral strategies, charitable structures, and wealth transfer techniques*Family governance: Preparing next generations, establishing family offices, and maintaining unity across wealth transition*Independent fiduciary advice: No corporate parent, no proprietary products—just counsel aligned entirely with your family\'s interestsWhy families choose RiskBridge Advisors:Wall Street firms excel at managing portfolios. They struggle with the nuanced, relationship-intensive work required when a family\'s wealth is inseparable from their business, their legacy, and their values. My firm operates without the constraints, conflicts, or cookie-cutter approaches of institutional platforms.If your family is navigating business succession, contemplating a sale, or stewarding substantial liquid wealth across generations, let\'s talk.

Experience

1. Managing Director Principal

   Riskbridge Advisors

   Feb 2021 — Present · Eugene, OR, US

   At RiskBridge Mr. Skurdal is responsible for business development and advisory services delivered to high-net-worth families, businesses, and foundations on all aspects of their wealth, sitting on the same side of the table with his clients in a conflict-averse advisory capacity.Mr. Skurdal joined RiskBridge in 2021 with 35 years of experience, including leading one of the largest wealth management practices in the Northwest, with over 100 advisors and over $7 billion in client assets. Before joining RiskBridge, Mr. Skurdal was at Fieldpoint Private and served more than 30 years at Morgan Stanley Smith Barney and its predecessor firms. He began his career at E.F. Hutton. Mr. Skurdal attended Montana State University, where he earned his B.S. in Political Science.

Education

• Williston High School

  High School Diploma

• Montana State University-Bozeman

  Bachelor of Science (B.S.), Political Science

  1979 — 1983

Skills

• Recruiting
• Strategic Thinking
• Leadership
• Management
• Investment Management
• Team Leadership
• Coaching
• Capital Markets
• Series 7
• Cash Management
• Options
• Sourcing
• Risk Management
• Bonds
• Private Banking
• Strategic Financial Planning
• Finance
• Electronic Trading
• Series 65
• Leading Change
• Sourcing Talent
• Marketing Communications
• Personal Development
• Start-Ups
• Disability Insurance
• Training
• Bloomberg
• 401k
• Change Management
• Hedge Funds
• Finra
• Retention Management
• Series 3
• Etfs
• Investment Strategies
• Alternative Investments
• Venture Capital
• Securities
• Public Speaking
• Series 63