90% OF THE WEALTH CREATED IN THE FIRST GENERATION IS GONE BY THE 3RD GENERATION

What will your legacy be?

90% OF THE WEALTH CREATED IN THE FIRST GENERATION IS GONE BY THE 3RD GENERATION

What will your legacy be?

The Navitas Approach

Life and wealth goals should be valued equally within the planning process. This approach increases the use and impact of family wealth across multiple generations.

Why Navitas

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Why Navitas

Meet our team

Get Started

PRESERVE YOUR WEALTH

The Navitas Family Wealth Experience will ensure your family’s long-term success.

PLAN FOR YOUR FAMILY

Failure to preserve generational wealth is often due to only considering finances and not family dynamics.

Ensure your Legacy

Combine your life and wealth goals for sustained wealth planning.