NexWealth

??Happy Thanksgiving from NexWealth! ?? We’re grateful for the families we serve and the trust you place in us. Wishing you a wonderful Thanksgiving filled with joy and gratitude!

Ever wondered why someone might hesitate to join a multi-family office? Our article, “Why Wouldn’t Someone Join a Family Office? (Part 3 of 3),” delves into the two main reasons: flaws in the investment industry and a lack of understanding about what a family office truly offers. Many investment firms may be structured in a way that prioritizes their own interests over clients', often leading to a misalignment of goals. For example, larger firms are structured to scale their business and limit liabilities. On the other hand, many families are simply unaware of the benefits a multi-family office can provide, from comprehensive wealth management to personalized, long-term planning. This article sheds light on why a multi-family office might be the better choice for those seeking a more personalized, holistic, & objective approach to managing wealth. More below ?

In our last article, we explored the flaws in the traditional investment industry - high fees, lack of objectivity, and more. These issues led to the rise of the Single-Family Offices, which offered tailored, centralized wealth management for affluent families. Families everywhere have longed for the sort of dedication and oversight that a Single-Family Office provides but have not taken advantage of the benefits due to the hefty price tag. Enter the Multi-Family Office. By sharing costs and leveraging advanced infrastructure, Multi-Family Offices deliver the same expert, objective advice that Single-Family Offices do and more. It's the best of both worlds; bespoke family wealth management without the prohibitive costs. Ready to explore why a Multi-Family Office might be the right fit for your family? Dive into our article below to learn more.

When you hear names like Rockefeller or Carnegie, you probably think of enormous wealth. But have you ever considered the innovative ways they managed it? The original family office was their solution for handling complex portfolios, offering unbiased advice tailored to their unique needs. Today, family offices aren't just for billionaires. They provide strategies for tax planning, asset management, and more, benefiting families of all wealth levels. By bringing all aspects of wealth management together, family offices ensure everything works in your best interest. Discover how this age-old concept remains vital today.

Happy New Year from NexWealth! As the clock ticks into a new chapter, we're grateful for your trust in us. Here's to a year of prosperity, growth, and shared success. Thank you for being part of the NexWealth family. Cheers to 2024! ??

Happy Holidays from NexWealth! Wishing you a wealth of happiness, health, and prosperity in the coming year.