Your family office. No office required.
A staffed family office costs $1M–$3M a year. NexGen gives you the same oversight — 11 AI specialists monitoring every account, advisor, and entity around the clock — for a fraction of the cost.
You’ve built significant wealth.
Managing it shouldn’t cost you everything else.
Fragmented Data
Your financial life is scattered across 8 advisors, 23 accounts, 4 entities, and a dozen spreadsheets. No single place shows you the full picture. You’re making million-dollar decisions with partial information.
Nobody’s Watching the Watchers
Your advisors grade their own homework. Are they following through? Are their fees competitive? Is that new deal actually good for you? Today, you just have to trust. That’s not a strategy.
Too Busy to Manage It All
You worked incredibly hard to build this capital. But between your business, your family, and your life — you don’t have the bandwidth to ride herd on every advisor, account, and entity. Something always slips through the cracks.
The traditional solution? Hire a full family office staff.
$1M – $3M per year.
There’s a better way.
Three pillars. One platform.
Your family office — without the office.
NexGen gives you family office-grade oversight with 11 AI specialists working 24/7 on your behalf — for a fraction of what you’d pay in staff.
NexGen Oversight
Trust, but verify — automatically.
Every advisor promise is tracked. Every provider is scored. Every commitment has a deadline and a follow-up. NexGen watches everything so you don’t have to — and alerts you the moment something slips.
Every commitment an advisor makes is logged, dated, and followed up automatically. No more 'I'll get back to you' that never comes.
Objective performance and fee analysis for every advisor and manager — compared against benchmarks, not their own marketing.
When one advisor's action affects another's portfolio, NexGen catches it and coordinates before damage is done.
Tax filings, entity filings, insurance renewals, K-1 deadlines — tracked and escalated so nothing falls through the cracks.
The NexGen Vault
One source of truth for your entire financial life.
Every account, entity, advisor, and document — consolidated in one encrypted vault that you own. This is the foundation everything else builds on. You can’t manage what you can’t see.
Banks, brokerages, alternatives, crypto, real estate — every asset class in one view
LLCs, trusts, family partnerships — visual ownership hierarchy from assets to beneficial owners
Operating agreements, tax returns, statements — searchable, organized, always current
See exactly who manages what, their performance history, and what they cost you
NexGen Intelligence
Insights that work while you sleep.
Your Vault data fuels powerful intelligence — from fee optimization to deal evaluation to forward-looking scenario modeling. NexGen turns your data into decisions, not just dashboards.
See every dollar you pay in fees across every account — explicit, embedded, and hidden. Compared against market benchmarks.
Evaluate new investment opportunities against your existing portfolio, risk tolerance, and long-term goals.
Cross-entity, cross-advisor monitoring for concentration risk, style drift, liquidity gaps, and anomalies.
What if markets drop 30%? What if you retire in 3 years? What if you fund the foundation this year? Model it instantly.
You don’t get a dashboard.
You get a team.
When you join NexGen, 11 AI specialists go to work on your behalf — each one an expert in a different function of wealth management. They monitor, flag, recommend, and coordinate. They never take a day off.
Investment Analyst
Monitors portfolio performance, allocation drift, and rebalancing opportunities across all accounts
Fee Auditor
Continuously scans every fee across every account and flags overcharges against market benchmarks
Tax Strategist
Identifies harvesting opportunities, Roth conversion windows, estimated payment deadlines, and K-1 tracking
Risk Sentinel
Watches for concentration risk, liquidity gaps, counterparty exposure, and correlated positions
Estate & Entity Analyst
Maps ownership structures, tracks entity filings, and monitors trust and estate compliance
Deal Analyst
Underwrites new investment opportunities against your portfolio, goals, and risk parameters
Advisor Watchdog
Tracks every advisor promise, scores provider performance, and detects cross-advisor conflicts
Cash Flow Analyst
Forecasts liquidity needs, monitors spending patterns, and models distribution sustainability
Insurance Analyst
Reviews coverage adequacy, tracks renewal deadlines, and benchmarks premiums
Compliance Monitor
Tracks regulatory filings, accreditation requirements, and reporting obligations
Orchestrator
Coordinates all 10 specialists, prioritizes alerts, and delivers your daily intelligence briefing
All 11 specialists work in concert — sharing context, coordinating actions, and escalating only what matters to you.
Dashboard vs. operating system
- Log into 6 different portals to see your holdings
- Advisors self-report performance — no independent verification
- Discover fee overcharges months after the fact
- New deal opportunities evaluated by gut feel
- No one notices when portfolio drifts from your plan
- Coordination between advisors? Doesn't happen
- One vault shows every account, entity, and advisor — always current
- Independent performance verification against market benchmarks
- Fee X-Ray catches overcharges in real-time across all accounts
- AI underwrites new deals against your portfolio and risk parameters
- 11 specialists monitor your portfolio around the clock
- Cross-advisor coordination engine prevents conflicts automatically
Your data. Your keys. Period.
UHNW families don’t compromise on security. Neither do we.
Zero-Knowledge Encryption
Your sensitive data is encrypted with keys only you control. We literally cannot read your vault — even if compelled.
AES-256 Encryption
Bank-grade encryption at rest and in transit. The same standard used by the world's largest financial institutions.
SOC 2 Compliance
Enterprise-grade security controls, audited annually. Your data governance team will approve.
You Own Your Data
Export everything, anytime. No lock-in. No data hostage situations. Your vault belongs to you.
95% less than a staffed family office.
The average NexGen client discovers $47,000 in fee savings and portfolio improvements in their first 90 days — before the platform even pays for itself.
Flat fees. No AUM charges. Ever.
A fraction of what you’d pay for a single family office hire.
Simple, transparent pricing
Flat annual subscription. No AUM fees. No hidden charges.
A fraction of what you’d pay for a single family office hire.
Pricing is tailored to your family’s complexity — number of accounts, entities, and advisors. Request a demo and we’ll build a custom proposal.
Common questions
How is NexGen different from Addepar, Masttro, or a portfolio aggregator?
Aggregators show you numbers. NexGen deploys 11 AI specialists that hold your advisors accountable, underwrite your deals, monitor your portfolio, and coordinate across your entire financial team. The Vault is just the foundation — the oversight and intelligence layers are what change the game.
Is my data secure?
Zero-knowledge encryption means your sensitive data is encrypted with keys only you control. We literally cannot read your vault. AES-256 encryption at rest and in transit, SOC 2 compliant, and you own your data completely — export anytime, no lock-in.
How long does onboarding take?
Most families are fully onboarded within 30 days. Our team handles the account connections, document ingestion, and entity mapping. You just review and verify.
Do I have to leave my current advisors?
No. NexGen works with any advisor structure. It actually makes your existing relationships more productive by providing transparency and accountability. Your advisors will perform better when they know someone is watching.
What if I already have a single-family office?
NexGen augments your existing team with capabilities they don't have. Your CIO gets better data, your analysts get better tools, and you get independent verification of everything your team reports.
How does this compare to hiring family office staff?
A staffed family office runs $1M–$3M per year. NexGen provides comparable oversight at $60K–$240K per year — 90-95% less. And our 11 AI specialists work 24/7, never take vacation, and never have a bad day.
Your family office. No office required.
11 AI specialists. Every account, advisor, and entity under one roof. Request a private demo and see what NexGen finds in your first 30 days.