NextGen Financial Advice LLC

NextGen employs a passive-tactical portfolio approach, emphasizing low-cost index funds and ETFs alongside individual securities and select alternatives. It avoids proprietary products and focuses on personalized asset allocation based on each client's tax profile, liquidity horizon, and legacy objectives (per public record).

The firm operates as a multi-family office, serving multiple unrelated high-net-worth families. It is an SEC-registered investment advisor, not a private trust company, and does not serve a single founding family (per regulatory filing context).

NextGen charges transparent advisory fees based on assets under management or flat retainer fees. It does not accept commissions, 12b-1 fees, or trailing commissions from any investment product, reducing conflicts tied to product sales that are common in broker-dealer channels (per the firm's ADV filing).

The firm targets business owners, corporate executives, medical professionals, and multigenerational families with complex financial lives. Services include estate planning, tax optimization, charitable giving strategies, and family governance beyond pure portfolio management (per public record).

NextGen may allocate some client capital to alternative investments such as private placements or pooled vehicles, but its primary focus remains on publicly traded securities and tax-efficient portfolio construction. It does not maintain a proprietary fund or deal-sourcing platform (per public record).