Our Heritage
Our history gives us a unique perspective on preserving family wealth and values across generations.
Our Founding and The Vision. private ownership and reinvestment of earnings:
Faithful Stewards. Those core principles are the foundation of an enduring family institution. Ubium Investment has served generations of the families and will continue to serve future generations to come.
Comprehensive Services. Ubium Investment invited other like-minded families to use our family office capabilities. This allowed us to maintain the critical mass required to attract the best investment and wealth management professionals and to offer a comprehensive array of services.