"NxGen Wealth is the sum-total of your money, health, mind, relationships, and conscious-awareness...NxGen Wealth Management is the optimization of those assets to cultivate a 'life of well-being'." Greg Johnson
Traditional Family Office Services With A Holistic Twist
"How much would you be worth... if you lost all your money?"
Beyond 'The Traditional'...NxGen Wealth Management is not just about assets under management and ROI Risk Management. A true measure of total-wealth includes your: financial, human, intellectual, social and spiritual capital.
For Over 40 Years...Our experience in family-office environments, the financial services industry and public charity underscores our 'unique' experience in creating value and wealth.
We help you build NxGen Wealth and optimize your total wealth, wisdom and well-being. Deliberate attention is given to the strategic risk management of holistic wellness.
A Virtual Multi-Family Office "Serving Individuals, Families, Business Owners, Financial Institutions & Professional Advisors"
We provide guidance, tools, strategies and support for building holistic wealth; and, we find new opportunities to create value from the strategic risk management of financial, human, social and spiritual capital loss.