Our risk management specialists help clients identify risks specific to them. Once risks have been identified, we engage in a cost/benefit analysis to determine whether the risks should be self-insured or if third-party insurance would be more prudent.


Here are our insurance offerings:

  • Structured Life Insurance Solutions
  • Personal and Business Disability Insurance
  • Corporate and Trust-Owned Insurance Design and Policy Implementation
  • Property & Casualty Solutions
  • Life Policy Administration and Performance Management
  • Life Settlement Facilitation and Negotiation
  • Health Insurance Coverage
  • Captive Insurance Analysis & Implementation
  • Long-Term Care Coverage


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.