Union Square Global Wealth Management focuses on serving global based families with onshore and offshore entities, handling complex wealth transfer strategies involving global jurisdiction concerns. Besides being responsible for all financial functions, also assume lead role in managing general office operation, oversee IT functions, provide staff development and training, and ensure compliance with regulations.
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Union Square Global Wealth Management is a multi family office (mfo) based in San Francisco, United States, managing approximately $350M in assets.
Union Square Global Wealth Management is headquartered in San Francisco, United States.
Union Square Global Wealth Management manages approximately $350M in assets under management.
Union Square Global Wealth Management focuses on Business & Administrative Services, Human Resources/HRTech, Investment Management, IT Consulting & Other Services, Legal & Tax Services, Research & Consulting Services, Trust Management, Wealth & Estate Planning.
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