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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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