Our innovative approach for clients extends far beyond investment, tax, risk management, and legal services.

We offer concierge services to free up our clients’ time and allow them to focus their attention on what matters most to them. Every client has unique needs and wants to maximize the enjoyment of their wealth. Whether a client needs assistance with ongoing tasks or once-in-a-lifetime experiences, allow Union Bridge Capital, as your family’s advisor, to draw upon our resources to find the best fit for your family’s needs.

  • Domestic and Security Staff Screening
  • Coordinating Health Care Advocacy
  • Next-Generation Financial Education
  • Family Meeting and Mediation
  • Real Estate Purchase and Property Management
  • Purchase or Sale of Major Assets
  • Evaluating Club and Resort Memberships
  • Consultation on the Purchase of Art and Other Collectables
  • Advising on Philanthropic Activities
  • Concierge Travel Agency Services


Union Bridge Capital's integrated approach to complex wealth management eliminates the need to maintain a stack of business cards to reach your financial team. We are your one-stop shop and personal CFO for all aspects of managing your financial future.