Your family office. No office required.
NexGen gives $10M+ families the intelligence, coordination, and oversight of a dedicated family office — powered by AI that knows your complete financial picture.
Bank-grade privacy. Your data never leaves our secure infrastructure.
Trusted by families managing $2B+ in combined wealth
Managing significant wealth shouldn’t require a full-time job.
Scattered across dozens of logins
Your wealth lives in 15 different portals, 8 advisor relationships, and a filing cabinet of PDFs. No single view. No single source of truth.
Advisors who don’t talk to each other
Your estate attorney doesn’t know what your financial advisor is doing. Your CPA finds out about transactions after the fact. Nobody has the full picture — including you.
Paying more than you should
Hidden fees in funds, overlapping advisory charges, insurance you’ve outgrown. Most families overpay by 15-40% and don’t know it because nobody’s watching.
One platform that sees everything, coordinates everyone, and never sleeps.
Your Financial Command Center
Every account, every document, every entity — in one encrypted, searchable vault. Real-time balances from Plaid. AI that reads your trust documents and extracts the terms that matter. Upload a statement and watch it transform into structured data in seconds.
AI That Knows Your Complete Picture
Ask any question about your financial life and get an answer grounded in your actual data — with citations. ‘What are we paying in total fees?’ ‘What happens to our estate tax if exemptions sunset?’ ‘How does our portfolio compare to families like ours?’ Your AI never guesses. It knows.
Your Advisors, Finally Connected
NexGen becomes the hub your advisors work through. Track who’s doing what, hold them accountable to deadlines, and get quarterly call prep that tells you exactly what questions to ask. No more wondering if your estate attorney and CPA are on the same page.
Up and running in 48 hours.
Connect
Link your bank and brokerage accounts in minutes. Upload your key documents — trust agreements, tax returns, insurance policies. Our AI processes everything and builds your family’s financial map automatically.
Discover
Within 48 hours, receive your first Morning Brief. See your complete net worth across all entities. Get your first fee analysis. Ask your AI any question about your financial life.
Optimize
Act on AI-generated insights with one tap. Coordinate your advisors through a single hub. Prepare for quarterly reviews with data, not guesswork. Watch your family office intelligence compound over time.
Intelligence that compounds, not just data that sits.
Most wealth platforms are filing cabinets with charts. NexGen is an intelligence engine that learns your family, anticipates your needs, and gets smarter every day.
Every tool draws from your Vault — no re-entering data, no context switching, no guesswork.
Your data is yours. Period.
NexGen was built for families who can’t afford a data breach — literally or reputationally. We employ the same security standards as the institutions that manage your money, with one critical difference: we never sell your data, never use it for training, and never share it with anyone you haven’t authorized.
- AES-256 encryption at rest, TLS 1.3 in transit
- Per-family encryption keys (Tier 3: customer-managed)
- SOC 2 Type II compliance
- No data selling. No AI training on your data. Ever.
- Role-based access controls with full audit trail
- Multi-factor authentication required
- Continuous security monitoring and annual penetration testing
Transparent pricing. No AUM fees. No surprises.
Annual billing. Cancel anytime. 30-day free trial at every tier.
VAULT + INTELLIGENCE
For families beginning to take control
- Secure document vault (unlimited storage)
- AI document analysis & extraction
- Account aggregation (up to 5 accounts)
- Net worth tracking
- Basic fee analysis
- AI Chat assistant (100 queries/month)
- Morning Brief (3x/week, basic)
- Quarterly report
NEXGEN
For families ready for a real family office
Everything in Vault + Intelligence, plus:
- Up to 4 family members
- 25 linked accounts
- Full AI Chat with Board & Patriarch Agents
- Comprehensive Morning Brief with commentary
- Quarterly call prep
- Advisor coordination & accountability
- Portfolio analytics & peer benchmarking
- All AI tools (fee, tax, estate, legal, insurance)
- Scenario modeling
- Next-generation financial literacy
NEXGEN FAMILY OFFICE
For families who want it all
Everything in NexGen, plus:
- Unlimited family members & accounts
- Dedicated relationship manager
- Deal Room & co-investment network
- Full governance framework
- Concierge onboarding
- Priority AI processing
- Custom reporting & analyst review
- Document watermarking & advanced privacy
That’s less than 1 basis point for a $50M family. A junior analyst alone costs $85,000+ per year.
Common questions
Those tools are built for $500K-$5M households with simple, mostly liquid portfolios. NexGen is built for $10M+ families with multiple entities (trusts, LLCs, partnerships), multiple advisors, and complex asset mixes including real estate, private equity, and businesses. We don’t just aggregate balances — we read your trust documents, analyze your fee structures, coordinate your advisory team, and prepare you for meetings with data your advisors don’t expect you to have.
We use the same encryption standards as major financial institutions (AES-256 at rest, TLS 1.3 in transit). Each family gets dedicated encryption keys. We never sell your data, never use it for AI training, and never share it with anyone you haven’t explicitly authorized. We’re pursuing SOC 2 Type II certification and conduct annual penetration testing.
NexGen’s AI reads and understands your documents, accounts, and financial data. It can answer factual questions (“What are our total advisory fees?”), analyze scenarios (“What’s the estate tax impact if exemptions sunset?”), and surface insights you’d miss (“Your advisor’s fee increased 3 basis points this quarter”). It does not give investment advice, recommend securities, or replace your professional advisors. Instead, it makes you a more informed, better-prepared client.
Most families are up and running within 48 hours. Link your bank accounts in minutes via Plaid. Upload key documents (trust agreements, tax returns, statements) and our AI processes them automatically. Tier 3 families receive concierge onboarding — we handle the setup for you.
Only what you share with them. Advisors can receive a limited portal to upload documents and respond to requests, but they can only see items you’ve explicitly shared. They cannot see your other advisors, your full financial picture, or any data outside their scope.
Cancel anytime. We’ll export all your documents and data in standard formats (PDF, CSV). Your data is deleted from our systems within 30 days of cancellation, per your instructions. No lock-in, no penalties.
No. NexGen makes your existing advisors more accountable and your relationship with them more productive. We don’t manage money, give investment advice, or sell financial products. We give you the information and tools to make better decisions with the team you already have.
Start seeing what you’ve been missing.
Join families who are finally getting the oversight their wealth deserves.