Comprehensive solutions for your sophisticated needs Private Wealth Management

Trident Partners Brian M. Murphy, Todd Conklin, Donald J. Mahoney, Rajas Desai, Karen Moore, Sophia R. Oliverio

Trident Partners


phone

212-821-7050





address

299 Park Avenue
25th Floor
New York, NY 10171



Our office locations: New York, Boston and Philadelphia

New York
299 Park Avenue
25th Floor
New York, NY 100171
212-821-7050

Massachusetts
1099 Hingham Street
3rd Floor
Rockland, MA 020370
781-982-3682

Pennsylvania
1735 Market Street
35th Floor
Philadelphia, PA 19103
215-496-2014

Trident Partners is a team of seasoned Financial Advisors with deep experience guiding affluent families, corporate executives, entrepreneurs and family offices through the complexities of significant wealth. We focus on delivering a boutique investment experience centered around you and your unique needs.

Each member of our team brings specific experience to the table and, by working together, we provide guidance for every aspect of your financial life. We do all of this with the strength and global resources of UBS, one of the world’s largest wealth managers.

“We’re committed to developing long-lasting relationships by providing the trusted guidance and personal service you need in today’s ever-changing world.”

— Trident Partners


Our commitment to you

As a fully integrated and highly-skilled team, we understand your most critical needs.

Global Family Office Services

Significant wealth requires an institutional approach

Whether it’s investment strategy guidance and execution, access to institutional capital markets or investment capabilities, we offer a relationship with UBS Global Family Office Services, which combines true wealth management with institutional level service and access.

With a dedicated team of UBS specialists who are experienced in family office requirements, you receive:

Access
Customized institutional offerings and wealth management services

Connectivity
An extensive peer network of like-minded families to exchange insights, share experiences or gain new perspectives

Opportunity
Highly customized solutions designed to align with each dimension of your wealth and life

Comprehensive Wealth Management

Your needs drive the solution

We help corporate executives, business owners and entrepreneurs manage specific aspects of their financial world. From balance sheet management for a general partnership executive to the organization of a trust and estate plan, we design strategies that are completely aligned with your goals and circumstances.

When it comes to meeting the comprehensive wealth management needs of affluent individuals, we address every family financial issue ranging from investing to tax planning and advanced wealth planning. Some of our clients view us as their ”financial quarterback,” looking at the bigger picture of their finances and coordinating all the moving parts of their plan.


How we work with you

Our wealth management process provides a clear framework that is designed to evolve with your changing life.

It all starts with a plan
Frequently, we start the planning conversation with this question: If something were to happen to you tomorrow, do you have a plan for your family to move forward? Only with thoughtful planning can we help ensure that all the pieces of your financial life come together.

Our discovery begins with a comprehensive review of your goals and objectives–from liquidity and longevity to legacy goals for the future. This thorough process includes the development of an investment plan that aligns with your risk preferences and an implementation strategy that will help guide you toward your goals.

Tailored solutions
As dedicated Private Wealth Advisors, we provide access to a broad range of services and opportunities reserved for sophisticated clients. We work with you to design and execute customized investment strategies, drawing on the resources of all our businesses.

We offer customized solutions from across all of UBS Private Wealth Management, including:


Highly responsive client service

Our clients mean everything to us. In every interaction, we focus on exceptional service that is tailored to you. In addition, we build strong relationships with your other professionals, including your tax and legal advisors, so every aspect of your financial world is working together.

We are most proud of the strong client relationships we have built, many lasting for more than 20 years. As personal financial advisors, we are committed to doing what’s best for you today and for the future.



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