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Navis Wealth Advisors Overview

Type

Multi Family Office

General Information

Navis Wealth Advisors is a multi-family office headquartered in Rye Brook. The firm provides comprehensive wealth management services to high-net-worth families, focusing on investment advisory, estate planning, and family governance. With a tailored approach, Navis Wealth Advisors addresses the complex needs of multigenerational clients—integrating financial strategies across asset classes and jurisdictions to preserve and grow family capital while maintaining confidentiality and alignment with long-term objectives.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Rye Brook, United States

Portfolio & Notable Allocations


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