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Beyond Expertise -
A Unified Approach to Wealth, Family, and Legacy

At the intersection of legal, tax, estate, and investment planning, Next Vantage is a trusted strategic partner, thought leader, and integrated wealth advisor for ultra-high-net-worth (UHNW) families in New York and their teams of professionals (attorneys, CPAs, investment bankers, and consultants), each of whom provides specialized guidance.

Next Vantage was founded as the conductor guiding the orchestration of the complex layers of wealth management, family dynamics, and a lasting legacy of multi-generational wealth. We align individual advisors and create a cohesive strategy. Next Vantage is the distinct solution for families who need more than isolated expertise.

Our Origin Story

Next Vantage was founded when CEO Andrew Hart recognized a gap in the wealth management industry during his own search for trusted, multidisciplinary strategists. His realization led to the creation of Next Vantage, a firm devoted to integrating every aspect of a family’s financial life into one cohesive playbook.

As a family office alternative, Next Vantage centralizes knowledge, provides continuity beyond any one individual, and evolves with your family over time so you can make long-term, legacy-building decisions with confidence and preserve your multigenerational wealth.

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A shortage exists of those capable of bringing all stakeholders together and orchestrating the right plays to achieve strong results for wealthy families.

Andrew Hart

CEO

Philosophy and Mission

Missions

Next Vantage’s mission is to deliver personalized, fully integrated wealth advisory services, orchestrated across every specialization:

  • Wealth Management & Investment Strategy:
  • Tax Strategy & Estate Planning
  • Coordination with CPAs and Attorneys
  • Business Succession & Liquidity Planning
  • Family Governance & Philanthropy
  • Retirement & Cash Flow Planning

We address complexity head-on rather than avoiding it, making sense of the issues arising from succession, family governance, cross-border taxation, and more. This philosophy means Next Vantage doesn’t just advise; we negotiate, mediate disputes, educate future generations, and give families a single, integrated viewpoint to empower swift, wise decisions.

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The Power Behind the Vantage Model

What sets the Vantage model apart is its full orchestration across all of a family’s affairs:

  • Integration Across Disciplines: Bringing together legal, tax, estate, investment, and philanthropic professionals to align strategies.
  • Hands-On, Proactive Counsel: Collaborating with all stakeholders, bridging perspectives, and navigating difficult conversations.
  • Generational Playbook: Creating one accessible strategy and long-term clarity in multi-generational stewardship.
  • Resilience-Building: Preparing heirs to steward wealth responsibly and sustain values over time.
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Strategic Relationships

  • Next Capital: Next Vantage is an extension of Next Capital Management, a $2B RIA dedicated to servicing the wealth needs of entrepreneurs.
  • Cross-Industry Alliances: The firm leverages relationships with specialists in legal, investment banking, and strategic advisory for complex transitions and liquidity events, offering clients multidisciplinary expertise.
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We listen, diagnose, and help fix current issues and break down the barriers that frustrate long-term planning and implementation.

Frazer Rice

Director of Next Vantage

Next Vantage:
Integration Is More Than Just a Convenience

True guidance begins with identifying challenges. We recognize that UHNW families often face complex issues due to the diverse and extensive range of investments, from stocks and private equity to real estate and hedge funds.

Rather than having just a collection of investments, our approach provides a clear, big-picture overview where each asset complements the others. We integrate and align all elements of their portfolio, creating a cohesive strategy where every investment works together toward building and preserving wealth.

Many UHNW families maintain long-standing relationships with their CPAs, attorneys, and other professional partners. At Next Vantage, we respect these longstanding connections. Our approach is not to replace these valued advisors, but to integrate them into a cohesive team.

We facilitate collaboration among your key specialists, identifying any gaps or opportunities within your existing strategy, and creating a unified approach where each advisor’s expertise works to strengthen your family’s overall wealth management.

Next Vantage delivers not just solutions, but thought leadership. By orchestrating financial affairs through a single integrated perspective, Next Vantage offers UHNW families discrete and exclusive solutions that provide comprehensive, big-picture thinking within an integrated package.

Ready to explore how Next Vantage can help orchestrate your family’s wealth strategy?

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