Navis Wealth Advisors Background & Overview Overview

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.