$5+ trillion
In invested assets globally
As of 11/07/2023
Navigate Wealth Partners is an experienced team who have guided individuals, families and business owners through transition events. From early-stage planning through the post-sale period, we help clients navigate complex liquidity events. Year after year, successful families, entrepreneurs and executives have chosen our team to help them simplify their financial world, manage risk and pursue their most important planning and investment goals.
Whether you’re seeking financial planning or customized portfolio construction, transitioning away from your business or a family office creating a more tax-efficient estate strategy, we will collaborate with you and your other professional advisors to deliver one integrated approach. Navigate Wealth Partners provides you with a boutique experience, trusted financial advocacy and straightforward advice—a plan tailored for the life you lead and the priorities that matter most to you.
Our seasoned team has guided generations of families, senior executives and entrepreneurs through complex wealth challenges. With our extensive backgrounds, we bring an experienced planning perspective to your financial world as we help prioritize your goals—from liquidity to legacy planning, establishing your proper asset allocation, managing risk and assessing your estate and charitable planning strategies.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager