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Ultra wealthy families have a critical gap in their advice model.
We have the solution.

GAIN A single integrated viewpoint that seeks to maximize outcomes
for you and your family.

One Playbook for Generations
of Strong Outcomes.

All vital aspects of your family’s financial life are brought together in one playbook.

Hardcover client Playbook. Hardcover client Playbook.
Client Playbook displaying pages with information and strategy about a client’s assets and estate.

Gain peace of mind knowing that your family’s crucial information and strategies are accessible through one source.

Take your family office experience to the next level.

We see the bigger picture to provide you with better counsel.

Wealthy families lack a single, integrated view of their financial affairs – a state that can put their legacies at risk.

Next Vantage seeks to redefine counsel for ultra high net worth individuals and their families. We bring together every aspect of a family’s legal, taxation, estate and philanthropic picture to maximize outcomes across generations.

*Next Capital Management, LLC does not serve as an attorney, accountant, or insurance agent. Next Capital Management, LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Next remains prepared to work with your designated professionals.

We embrace complexity so you don’t have to.

You’re at the helm as an entrepreneur, founder, innovator and executive, but you need a co-pilot that can manage and orchestrate every aspect of your family’s complex financial affairs, so you’re not going the distance alone.

We are your complete family partner and offer the discretion, steady hand and experience to help you run towards the complexity and execute on your business through changing circumstances. Every family’s situation is different.

To schedule a consultation to diagnose and address your needs, reach out to us.

REQUEST A CONSULTATION
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When I was seeking counsel for my personal wealth, I found a significant gap in the market. There was an abundance of subject matter experts, but a real shortage of those capable of bringing all stakeholders together and orchestrating the right plays to achieve strong outcomes for wealthy families. That’s why I started Next Vantage.

Andrew Hart

Founder, Next Vantage

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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We're not afraid to take the white gloves off to break down silos.

We don’t shy away from asking tough questions or handling disputes and conflicts among family members and key partners so our clients can see the big picture. Our expert team is at the table with you, negotiating, persuading and educating future generations.

We are fluent when speaking with your trustees, beneficiaries and fiduciaries. Our active, hands-on approach doesn’t just create estate plans, it builds resilience – protecting your family from issues that can arise from taxation to family governance structures, to the complexities of succession.

*The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Next Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.

Does your family have the clarity of perspective it needs to make generational decisions?

Having one perspective means you can pivot quickly to protect your wealth and legacy. Next Vantage families have the view they need to manage their financial affairs across generations, amid constantly evolving market, tax and regulatory regimes.

Protect Your Legacy