Next Capital Management LLC

Next Vantage is the Family Office Services Group of Next Capital Management LLC.  We deal with the size and complexity of significantly wealthy families.

Director of Next Vantage 

Estate Planning Council of New York City

Three year member of the Board of Directors

President

Pendleton Square Trust Company

Pendleton Square provides Family Wealth Corporate Trustee Services and Family Office, Private Trust Company and Individual Trustee Support.

Research Fellow

Wealth Actually LLC

Host: "Wealth Actually" Podcast
Author:  "Wealth Actually: Intelligent Decision-Making for the 1%"

Media Production, IP Holding and Consulting Services

Calamos Wealth Management

Senior Wealth Strategist

Wilmington Trust

I managed a current portfolio of wealth relationships. Relationship features include:

-Investment management; (Sizes typically start at $5mm, but range into the $100's of millions, relationships include full wallet situations as well as single product mandates)
-Private banking services and debt solutions; 
-Financial and tax planning; 
-Trust and estate planning and administration; (including business succession planning)
-Family Office implementation (Largest family is a multiple billionaire)
-Charitable services and insurance solutions.

I built, maintained, and grew new wealth relationships. 

Steps include:
-Identifying prospects, 
-Defining their financial goals and objectives, 
-Differentiating Wilmington Trust’s capabilities from competitors, 
-Identifying appropriate products, services and necessary specialists within and outside Wilmington Trust, and 
-Closing sales for appropriate Wilmington Trust products and services. 
-Overseeing the appropriate on-boarding, staffing and management of new relationships.

I developed new business contacts with local and national centers of influence through firm programming initiatives, external (non-firm) programming initiatives, media involvement, community involvement, and participation in professional and social organizations. 

Specialties: 
-Investment management and manager selection, 
-Estate planning, 
-Fiduciary and entity management, 
-Family office development

Ancillary experience in:
-Media and public relations; 
-Firm-wide regional marketing and branding initiatives; 
-Individual advisor marketing and branding initiatives; 
-Philanthropic management and governmental affairs.

Managing Director

Director of Next Vantage-
Next Vantage is the Family Office Services Group of Next Capital Management LLC. 
We deal with the size and complexity of significantly wealthy families.

Research Fellow and Advisor around specific fiduciary issues for Pendleton Square Trust Company LLC, the Tennessee-based administrative trust company for UHNW families and family offices. 

President of Wealth Actually LLC
-I wrote "Wealth Actually" in 2018- it's sold 4000+ copies and I recently produced an audio version. 
-I host and produce the “Wealth Actually” podcast where I interview the experts, entrepreneurs and tastemakers in and around the Wealth Ecosystem. The podcast can be found on Spotify, iTunes, YouTube, www.wealthactually.com and the other major platforms.
-“WA” provides the structure around my other business and consulting activities.

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