At Union Bridge Capital, we reimagine complex wealth management for individuals, families and closely held businesses. Our breakthrough approach addresses the interplay of investment, tax, risk management and legal variables in what we refer to as The Total Wealth Equation™.
We comprise a select group of organizations which can serve as a Family Office or Personal CFO. Working together, we offer a comprehensive approach to wealth that provides a seamless delivery of services that have largely been unavailable to all but the wealthiest of clients. We have broken down the barriers between the disciplines of wealth and investment advisory, tax services, risk management and legal services to allow our clients to access these core drivers of wealth creation and maintenance from one unique point of delivery. We have brought into union and bridged the divide between these disciplines under our innovative new structure - Union Bridge Capital.