We Work Closely with Both Families and Their Organizations and Companies…

We bring decades of expertise

We work closely with multiple generations of legacy families to help them build a thriving, long term family organization and culture through:

  • Near and longer-term strategic planning

  • Intergenerational family legacy clarification, definition, and planning

  • Succession planning

  • Next Gen leadership development and training

  • Family council organization

  • Family governance support

  • Conflict resolution

  • Financial and co-investment strategies

Next Opp also founded the Wealth and Values Initiative (WVI) – and it’s growing Legacy Family Community (LFC) to support the successful intergenerational transfer of wealth and values.

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