Financial Services - N/A, N/A, US
For Over 40 Years...Our experience in family-office environments, the financial services industry and public charity is the core context for our 'unique & relevant' services today. Our strategic approach to wealth management focuses on solutions that optimize our spiritual-capital, or consciousness for optimization of the 'total wealth' of our clients. NxGen Wealth Management...is not just about managing finances. In today's evolving world, there are ‘new asset-classes' such as: Impact Investments, Reputation Capital, Personal Data, Energy-efficient Real Estate, Digital Assets and one's physical, social, emotional and spiritual wellness. We focus on strategies that grow and protect the assets of our clients into the future. Beyond 'Traditional Family Office Services'...the NxGen Family Office provides tools, solutions and resources supported by a network of professionals that share our 'NxGen Wealth' perspectives to serve our clients and business families.We invite you to join our Family Office Network to keep updated in matters of your 'total wealth' and to receive complimentary access to our Family Office Benefits and Resource Network.
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