Legal Services


The impact of various legal structures surrounding client assets and business holdings, estate laws, tax legislation and the like, must be assessed and incorporated into our clients' wealth strategy. Due to the current compliance and ethical rules surrounding legal engagements, Union Bridge Capital does not provide legal advice directly to our clients. Rather, we provide these services either through all duly qualified associates of the firm acting as independent contractors or lawyers acting through their existing firms. All legal engagements are entered into under a separate written agreement outlining and detailing the services to be rendered and any other details as required under relevant requirements of the lawyer’s state of practice.