Individuals with complex wealth require tax strategies that are both proactive and nimble. In addition to creating strategies germane to current tax laws, proper tax planning must address the unknown tax landscape in the future. Our partner firm, Clark & Chamberlin, LLC, can work directly with our personal and business clients with:

  • Tax Planning & Return Preparation
  • Estates, Trusts, and Gift Analysis
  • Not-For-Profit Organization Tax Planning
  • Divorce & Marital Planning
  • Business Divestiture Planning


While Clark & Chamberlin, LLC, is our preferred partner for tax planning, we would also welcome your current tax advisor if you have an existing CPA relationship.

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.