Family Office Services
A Holistic Approach to Wealth Management: FNEX Wealth acts as your dedicated Family CFO, providing comprehensive financial oversight and strategic planning to safeguard and grow your wealth across generations.
Traditional Portfolio Management
Tailored investment strategies aligned with your goals, risk profile, and long-term objectives.
Exit Planning
Strategic planning for business owners to prepare for a successful and tax-efficient exit.
Due Diligence
Independent, institutional-grade review of private investments to ensure clarity and confidence.
Post-Exit Income
Customized solutions to generate sustainable income after a liquidity event or business sale.
Monthly Bill Payment
Streamlined bill management and oversight to simplify your financial life.
Alternative Investments
Direct access to curated private equity, venture capital, real estate, and private credit opportunities.
Downside Mitigation
Risk-focused strategies designed to protect wealth through market cycles and volatility.
Concierge Services
Dedicated support for personal needs, including private aviation, travel, and lifestyle coordination.
Estate Planning
Integrated planning to preserve your legacy and ensure seamless generational wealth transfer.
Our approach evolves with your needs and goals. You’ll benefit from the strength of a large-scale platform, paired with precision and attention of a boutique office.
Gain Access to FNEX Wealth
Unlock the full potential of your wealth with dedicated advisors, institutional marketplace opportunities, and strategic planning.
