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. We work closely with duly qualified associates serving as independent contractors or lawyers acting through their existing firms to bring you the tailored service you need while complying with the necessary rules surrounding legal engagements.

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.