Call Us: 800-384-1756



Mariner Ultra

Orchestrating the full complexity of family wealth.


<!—

—>

Wealth that spans generations
deserves a higher standard of care

For families with significant assets and intricate structures, the goal isn’t just growth—it’s orchestration. Mariner Ultra brings together the firm’s most advanced capabilities to help simplify, coordinate and unify every aspect of your financial life.

Our specialized professionals and integrated technology provide the infrastructure of a modern family office without the overhead of building one yourself.

Where complexity becomes clarity

Each Mariner Ultra relationship is intentionally designed to ensure the time, attention and insight your family deserves, delivered with the responsiveness and discretion that define our approach.

Integrated strategy
Every aspect of your financial world—investments, entities, estate plans and liquidity—aligned through a single, coordinated plan that evolves with you.

Concierge-level service
A dedicated team that understands your family, anticipates your needs and manages each detail with professionalism and care.

Precision and privacy High-touch execution built on trust, transparency and confidentiality.

From portfolio design to family governance
We work to align every moving part so your wealth functions as one system.

Comprehensive solutions for extraordinary wealth

Ongoing oversight to help minimize estate, gift and income taxes while seeking to preserve multigenerational wealth.

Portfolio construction and management across public and private markets, aligned to liquidity, long-term goals and after-tax efficiency.

Bill pay, real estate oversight, aviation coordination and entity management seamlessly handled by a professional team that operates as one with your Mariner advisor.

Personal balance sheets and fully aggregated performance reporting, including non-managed assets and in-estate/out-of-estate breakdowns, delivered in a single view.

Proactive tax strategies and collaboration with your accountants to help identify opportunities, improve efficiency and simplify complex structures.

Coordinated reviews of insurance coverage and family-level exposure, working to close gaps and safeguard information through secure systems and trusted advisory partners.

Defined philanthropic strategy including charitable vehicles to accomplish your broader family goals and to help maximize tax benefits.

Facilitation of family meetings and next-generation education to sustain shared purpose and values.

Built for families of exceptional complexity

Mariner Ultra serves a select group of clients: entrepreneurs navigating liquidity events, fund partners managing carried interest, executives with concentrated equity and families stewarding shared wealth and legacy.

Each faces a unique level of complexity and benefits from the scale, technology and multidisciplinary expertise only Mariner Ultra can deliver.

A team built around your family

Behind every Mariner Ultra relationship is a carefully assembled team of senior advisors, estate and tax professionals, investment and reporting analysts, and a dedicated relationship manager. Together, they coordinate every detail of your financial world with precision, discretion and a deep understanding of your family’s goals.

Let’s begin a confidential conversation.

GET STARTED