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The Next Vantage team represents a collaborative, multidisciplinary approach dedicated to exclusively serving ultra-high-net-worth (UHNW) families. Rooted in stewardship, transparency, and problem-solving, the team combines experience across investment, legal, tax, and fiduciary fields.

Our goal is to empower families, preserve legacy, establish continuity, and provide insights amid complexity by integrating values-based planning and personalized solutions for each generation.

Cross-Disciplinary Collaboration

Next Vantage’s exclusive benefit lies in working with professionals who understand that advisors often operate in isolation. We break down these barriers through teamwork, mutual respect, and trust, creating an integrated wealth advisory system for UHNW families in New York.

The team is structured to collaborate across disciplines such as investments, legal, estate, and tax advisory, while coordinating closely with clients’ existing advisors, including their CPAs and attorneys. This approach allows every facet of a family’s wealth, governance, and legacy to be integrated into a single “playbook,” with proactive communication and unified decision-making as guiding principles.

By bringing together diverse perspectives and expertise, the team provides clients with inclusive, coordinated solutions that foster transparency and confidence across strategy and execution.

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Our commitment is simple: act as trusted stewards, guiding families to make their wealth matter across generations.

Frazer Rice

Director of Next Vantage

Our Team

Behind every strategy is a team of seasoned professionals who have spent their careers guiding complex families through pivotal moments. Their collective knowledge forms the foundation of Next Vantage’s integrated model:

  • Over XXX decades of advisory experience in estate planning, tax strategy, investment management, and family office services
  • Executive and leadership positions in fiduciary and philanthropic organizations
  • Contributors in national publications, events, and industry podcasts showcasing forward thinking perspectives on financial solutions
  • Partnerships with prestigious, industry-leading firms, including team members from Goldman Sachs, Wilmington Trust, and Rockefeller Global Family Office

Leadership Team

Portrait of Andrew Hart.

Andrew Hart

Chief Executive Officer &
Chief Compliance Officer

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Portrait of Frazer Rice.

Frazer Rice

Director, 

Family Office Services

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Portrait of Ryan Davis.

Ryan Davis

CFA®, CAIA®,

President, CIO & Partner

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