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
Meet our team
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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.
