NextGen Private Capital

Multi-Family Office Services

Once you have seen one family office, you have seen one family office – and when managing family wealth becomes a full-time enterprise, it requires valuable time and experience to ensure the family’s legacy is preserved for future generations. NextGen Private Capital was formed for the sole purpose of delivering exceptional solutions for meeting the financial, operational, and managerial needs of ultra-high-net-worth individuals and families. Through careful design and implementation of tailor-made strategies aimed at wealth accumulation and preservation, our expertise and strategic resources are applied with clear purpose to formalize oversite and governance, establish asset allocation parameters to meet the family mission and objectives, capitalize on opportunities for growth, and succession planning for future generations in order to secure the family legacy.

Investment Strategy

Establish strategic asset allocation and investment parameters with the objective of capital preservation and growth consistent with long-term goals of the family.

Manager of Managers (Wrap)

Oversite and collaboration with managers and third-party investment professionals to ensure careful consideration and that strategies are consistent with the overall goals and objectives of the family mission.

Strategic and Transition Planning

Planning for the efficient transfer of financial security to future generations is in line with the ideals and principals of the family.

Estate Accounting and Compliance

Provide advanced systems and support for ongoing financial compliance and reporting for internal and external parties.

Tax and Legal

Identify and implement effective estate and tax strategies for minimizing the impact of taxes on the family enterprise.

Advanced Planning and Trusts

Develop effective and suitable legal structures for enhancing the wealth enterprise, maximizing tax strategies, and meeting the global goals and objectives of the family.

Philanthropy

Develop effective strategies and structures for enabling families to achieve philanthropic goals.

Transaction Strategy

Implement strategies for maximizing the value of business and personal interests in support of the legacy and overall objectives of the family.

Tax Credit Investments

Identify favorable tax credit investments and strategies for minimizing the burden of present and future federal, state and local income taxes.

Generational Mentoring and Coaching

Prepare and educate the next generations for the successful transition, management and preservation of the family legacy.