Comprehensive solutions for your sophisticated needs

Private Wealth Management

Trident Team

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.

Trident approach image

The proof is in our numbers


Assets under management

As of 01/01/2023


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.

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

Comprehensive Wealth Management

Highly responsive client service

How we work with you

Backed by the strength of UBS

A global leader in wealth management


Family office services

Euromoney Private Banking and Wealth Management Survey, 2022


For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020


ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.