Enduring wealth for every aspect

Navitas uniquely defines enduring wealth as the purposeful integration of four fundamental cornerstones of affluence. We evaluate and advise our families on financial, generational, entrepreneurial, and influential best practices to cultivate wealth management and stewardship practices that will last for generations.

Financial wealth

When there is uneasiness around spending money, adopting a stewardship mindset assigns purpose to your finances that can be measured by “How much is enough for now?” and “How much is enough for the future?” We calculate the total amount of money and assets accumulated separately from business entities that must be safeguarded to secure the family’s lifestyle and endow financial freedom. 

  • Use, freedom, and enjoyment
  • Estate plan
  • Investment philosophy

Generational wealth

To live with intentionality and invest in the next generation’s success is the ultimate measure of legacy. Because we place significant weight on both financial wealth and familial health, we calibrate a family’s needs and desires with the dreams and intentions of their successors and how their contributions will be preserved when they are no longer around to shape them.

  • Healthy family dynamic
  • Vision and values
  • Protect and preserve strategy

Entreprenurial wealth

Company ownership or entrepreneurship is often the economic engine that creates a family’s wealth. We work with our clients to evaluate operating entities for strategic and tactical readiness. This includes plans for succession, liquidation, transition, talent acquisition and retention, or sale events as part of the overall wealth profile.

  • Enterprise value
  • Alignment and empowerment
  • Transfer plans

Influential wealth

We view generosity and giving as much more than a routine financial transaction. It’s a meaningful opportunity to create a lasting impact in the lives of others. We help our clients discern the type of issues or causes they want to support, how to achieve their generosity goals, how involved they want to be with their supported causes, and even the structure and cadence of giving. 

Separate from financial generosity, we also evaluate relational generosity. This includes the family’s reputation in their community, employee engagement, and their personal brand in their circles of influence, including heirs. 

  • Family impact plan
  • Vision for giving
  • Reputation

Navitas Proven Process

Discover

We utilize a sequence of events, research, and processes to determine your family’s vision and goals, understand obstacles and opportunities, and collect the insights that lead to better family and financial outcomes.

1/3

Design and execute

Once we determine fit, the second phase of our process curates all resources, insights, and information required for the Navitas team to create a personalized and comprehensive Family Enduring Wealth Plan. We know each family’s scenario is unique, and we build these plans to align with your long-term goals.

2/3

Fulfill and refine

When ongoing oversight and accountability to the plan is required, we come alongside to guide you through changing dynamics or emerging opportunities. We monitor, improve, and adjust throughout the cycle, taking time to reevaluate and reformulate the long term strategy.

3/3

Discover

We utilize a sequence of events, research, and processes to determine your family’s vision and goals, understand obstacles and opportunities, and collect the insights that lead to better family and financial outcomes.

Design and execute

Once we determine fit, the second phase of our process curates all resources, insights, and information required for the Navitas team to create a personalized and comprehensive Family Enduring Wealth Plan. We know each family’s scenario is unique, and we build these plans to align with your long-term goals.

Fulfill and refine

When ongoing oversight and accountability to the plan is required, we come alongside to guide you through changing dynamics or emerging opportunities. We monitor, improve, and adjust throughout the cycle, taking time to reevaluate and reformulate the long term strategy.