Comprehensive solutions for your sophisticated needs

Private Wealth Management

Trident Partners is a team of seasoned Financial Advisors with deep experience guiding affluent families, corporate executives, entrepreneurs and family offices through the complexities of significant wealth. We focus on delivering a boutique investment experience centered around you and your unique needs.

Each member of our team brings specific experience to the table and, by working together, we provide guidance for every aspect of your financial life. We do all of this with the strength and global resources of UBS, one of the world's largest wealth managers.

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The proof is in our numbers

$3.9B

Assets under management

As of 01/01/2023

150+

Collective years of experience

8 person

seasoned team

Wealth strategies for our clients

Trident Partners understands the sophisticated needs of affluent families, corporate executives and family offices. Our highly-experienced team is committed to the delivery of a boutique investment experience that is centered around you and your financial life.

General Partner planning strategies

Learn how we assembled a team that could offer comprehensive coverage for our client's complex needs.

Insights for business owners

Transitioning a privately held business

Discover how our team helped a client when undergoing business transition.

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Helping a family office

Find out how we teamed up with the UBS Global Family and Institutional Wealth Group and tapped into the extensive resources of the firm to address our client's needs.

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Global Family Office Services

Significant wealth requires an institutional approach

Whether it’s investment strategy guidance and execution, access to institutional capital markets or investment capabilities, we offer a relationship with UBS Global Family Office Services, which combines true wealth management with institutional level service and access.

With a dedicated team of UBS specialists who are experienced in family office requirements, you receive:

Access
Customized institutional offerings and wealth management services

Connectivity
An extensive peer network of like-minded families to exchange insights, share experiences or gain new perspectives

Opportunity
Highly customized solutions designed to align with each dimension of your wealth and life

Comprehensive Wealth Management

Your needs drive the solution

We help corporate executives, business owners and entrepreneurs manage specific aspects of their financial world. From balance sheet management for a general partnership executive to the organization of a trust and estate plan, we design strategies that are completely aligned with your goals and circumstances.

When it comes to meeting the comprehensive wealth management needs of affluent individuals, we address every family financial issue ranging from investing to tax planning and advanced wealth planning. Some of our clients view us as their ”financial quarterback,” looking at the bigger picture of their finances and coordinating all the moving parts of their plan.

Highly responsive client service

Our clients mean everything to us. In every interaction, we focus on exceptional service that is tailored to you. In addition, we build strong relationships with your other professionals, including your tax and legal advisors, so every aspect of your financial world is working together.

We are most proud of the strong client relationships we have built, many lasting for more than 20 years. As personal financial advisors, we are committed to doing what’s best for you today and for the future.

How we work with you

Our wealth management process provides a clear framework that is designed to evolve with your changing life

It all starts with a plan
Frequently, we start the planning conversation with this question: If something were to happen to you tomorrow, do you have a plan for your family to move forward? Only with thoughtful planning can we help ensure that all the pieces of your financial life come together.

Tailored solutions
As dedicated Private Wealth Advisors, we provide access to a broad range of services and opportunities reserved for sophisticated clients. We work with you to design and execute customized investment strategies, drawing on the resources of all our businesses.

We offer customized solutions from across all of UBS Private Wealth Management, including:
Specialized lending, Trust and estate planning strategies, Business succession planning, Liquidity management, Investment banking, Open architecture investment platform

Backed by the strength of UBS

A global leader in wealth management

Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

Family offices are exploring new options

In unpredictable times, family offices continue to see the bigger picture and are applying prudence and innovation to manage the transformational forces they face.

Read the Global Family Office Report 2022

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