Next Vantage Areas of Expertise
Wealth Management & Investment Strategy
We design and execute tailored investment strategies that align each family’s long-term purpose, spending needs, and legacy goals. Our approach integrates market research, tax-aware allocation, and disciplined rebalancing to preserve and grow multi-generational wealth, so families know precisely how their assets support their financial independence and philanthropic objectives.
An extension of Next Capital’s portfolio management team, we unify performance oversight with clients’ broader estate and cash-flow plans.
Case Study: A Strategic Approach to Concentrated Portfolios
A family held a significant portion of its wealth in the stock of a company built, inherited, and acquired over decades of ownership. While this concentrated position reflected a proud legacy, it also exposed the family’s portfolio to market volatility and liquidity risk. At Next Vantage, we developed a strategy that thoughtfully transitioned these holdings over time, balancing diversification with respect for the family’s history, tax considerations, and long-term financial objectives.
Tax Strategy & Estate Planning
We coordinate comprehensive tax and estate solutions to minimize transfer taxes and enhance wealth continuity. Working alongside CPAs and estate counsel, we model multi-year scenarios that integrate charitable structures, trusts, and liquidity events. The result is simplicity and tax efficiency. Families gain a clear roadmap linking lifetime cash flow, gifting, and legacy objectives.
Our role ensures that strategies developed with outside attorneys and accountants function seamlessly within the larger investment and family governance framework.
Case Study: Structuring for Tax Impacts After a Business Sale
After a business sale, we collaborated with a family’s advisors to design a charitable remainder trust and family gifting plan that reduced immediate tax exposure while sustaining their philanthropic vision for the future.
Integration with CPAs and Attorneys
We serve as the central hub connecting investment management, tax compliance, and estate professionals. This orchestration prevents fragmented advice and ensures that every decision from capital gains realization to trust distributions aligns with the client’s complete financial picture.
Clients benefit from efficiency and peace of mind knowing that their advisory team communicates consistently and executes in unison. Many families appreciate that our partnership model with Next Capital, legal counsel, and tax advisors eliminates overlap and clarifies responsibility across disciplines.
Case Study: Streamlined Estate Coordination Across Generations
A multigenerational family avoided estate filing delays by establishing synchronized reporting between their CPA, trustee, and portfolio manager. Through our quarterly family-advisor roundtables, we facilitated communication and alignment among all advisors.
Business Succession & Liquidity Planning
We guide owners through the transition from business leadership to personal wealth stewardship. This includes pre-sale valuation analysis, liquidity event modeling, and coordination with legal, banking, and M&A advisers to capture long-term tax advantages. Families gain continuity and control of their business legacy, and employees and heirs are supported by a plan that preserves both capital and relationships.
Our collaboration with Next Capital and outside transaction specialists provides seamless coordination from deal negotiation through portfolio reinvestment.
Case Study: Liquidity Planning With Purpose
A founder selling a manufacturing company used our liquidity roadmap to structure an installment sale and donor-advised fund strategy, achieving both income diversification and philanthropic objectives.
Family Governance & Philanthropy
We help families articulate values, educate rising generations, and structure governance tools such as family councils and mission statements. Philanthropic guidance includes evaluating charitable vehicles—from donor-advised funds to family foundations—and integrating them into estate and investment frameworks.
The outcome is continuity and purpose: heirs understand not only the “how” but the “why” of family wealth.
Overlaps with Next Capital occur as investment strategies within charitable entities are calibrated to mission and tax efficiency.
Case Study: Strengthening Family Unity Through Philanthropy
Three siblings used our family retreat process to define shared giving priorities and restructure their foundation to include next-generation grant committees, reinforcing both unity and accountability.
Retirement & Cash Flow Planning
We build customized cash flow and retirement income plans that align with lifestyle, portfolio returns, and taxation realities. Modeling includes withdrawal sequencing, Roth conversion timing, and fixed-income positioning to balance stability with growth. Clients gain predictability knowing precisely how their resources support goals across life stages.
This service aligns with Next Capital’s investment analytics to ensure portfolio yield, liquidity, and risk metrics directly correspond to actual spending strategies.
Case Study: Coordinated Planning for Confident Retirement
A retiring couple in New York gained structure by implementing a plan that included strategic pension rollovers and charitable IRA distributions developed in collaboration with their CPA and the Next Capital team.
