$3.9B
Assets under 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.
$3.9B
Assets under management
150+
Collective years of experience
8 person
seasoned team
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.
Learn how we assembled a team that could offer comprehensive coverage for our client's complex needs.
Transitioning a privately held business
Discover how our team helped a client when undergoing business transition.
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.
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.
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
Family offices plan biggest shifts in asset allocation for several years
Insights from UBS family office clients around the global. Thanks to our unique client base, it provides the world's largest and most comprehensive study of single family offices.
