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NexWealth Overview

Type
Multi Family Office

General Information

NexWealth is a multi-family office headquartered in Palm Beach Gardens. The firm serves the needs of affluent families by providing investment management, estate planning, and family governance solutions. NexWealth works across asset classes and geographies, focusing on long-term capital preservation and growth. The team collaborates closely with clients to align strategies with family objectives—supports generational wealth stewardship through tailored advisory and comprehensive financial oversight.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Palm Beach Gardens, United States

Portfolio & Notable Allocations

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