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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 families with significant private interests in New York and their teams of professionals (attorneys, CPAs, investment bankers, and consultants), each of whom provides specialized guidance.

Next Vantage was established to provide the orchestration required to navigate the intricate layers of private capital and multi-generational legacies. By aligning disparate advisors into a cohesive framework, we offer a distinct solution for families whose complexities have outgrown the limits of fragmented 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.

Functioning as a family office alternative, Next Vantage centralizes collective knowledge and provides continuity that extends beyond any single advisor. We aim to evolve alongside your family, providing the framework intended to support long-term, legacy-building decisions and the stewardship of multi-generational 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 is dedicated to providing high-touch, fully integrated counsel, orchestrated across the specific disciplines that define a family’s legacy:

  • Investment & Capital Strategy
  • Tax Efficiency & Estate Architecture
  • Multidisciplinary Coordination (Legal & Tax Teams)
  • Succession & Liquidity Event Planning
  • Family Governance & Philanthropic Stewardship
  • Cash Flow & Lifestyle Modeling

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 serves as more than an advisor; we act as a central resource to facilitate mediation, mentor rising generations, and provide a single, integrated vantage point designed to support timely, well-informed decisions.

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The Power Behind the Vantage Model

The distinction of our approach lies in the total orchestration of a family’s affairs, moving beyond isolated advice to a unified strategic framework:

  • Multidisciplinary Integration: Aligning legal, tax, estate, and investment counsel; an approach designed to support every specialist operating within a single, cohesive vision.
  • Proactive Advocacy: Facilitating collaboration among all stakeholders and bridging disparate perspectives to navigate high-stakes transitions.
  • A Unified Strategy: Developing an accessible playbook designed to foster clarity and continuity in multi-generational stewardship.
  • Generational Mentorship: Supporting the education of rising generations to help them steward wealth responsibly and sustain core family values.
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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 families 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 Family Office Services

Next Vantage:
Integration as a Strategic Necessity

True guidance begins with identifying challenges. We recognize that families with extensive global interests 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 managing a disconnected collection of assets, our approach provides a high-level vantage point where every investment is analyzed for its role within the broader portfolio. We seek to align these disparate elements into a cohesive framework where every asset is positioned to support the long-term stewardship of wealth.

Many families of significant means 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 act as the central point of coordination that brings them into a unified team.

We facilitate collaboration among your key specialists, identifying any gaps or opportunities within your existing strategy. This fosters an environment where each advisor’s expertise is leveraged to strengthen the family’s collective financial architecture.

Next Vantage delivers not just solutions, but strategic foresight. By orchestrating financial affairs through a single integrated perspective, Next Vantage offers families the discrete, comprehensive thinking required to manage a modern legacy.

Strategic stewardship begins with an informed conversation. We invite you to connect with our leadership team to explore a more integrated approach to your private capital and long-term legacy.

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