A Client-Focused Multi-Family Office & Wealth Management Firm
Backed by seasoned wealth management professionals, our multi-family office takes a holistic approach to guide you through every stage of your financial journey, from exit strategy to generational planning, with clarity and purpose.
A Holistic Approach to Wealth Management
FNEX Wealth acts as your dedicated Family CFO, guiding you through every stage of your financial journey with clarity and consistency.
Go to FNEXWealth.comYour Family CFO: One Relationship, Every Dimension of Your Wealth
As your Family CFO, FNEX Wealth coordinates investment management, liquidity planning, tax and estate strategy, and day-to-day family office services under one roof. Select a service to see how it fits.
Diversified portfolio construction and ongoing oversight aligned to your goals, time horizon, and risk tolerance.
Preparing for a business sale or liquidity event, coordinated with the FNEX investment banking team.
Planning for cash flow and income needs after a sale, so proceeds support the life and legacy you want.
Household bill pay and cash management handled for you, with clear monthly reporting.
Access to curated private market opportunities through the FNEX platform, reviewed for fit within your overall plan.
Risk management strategies designed to help limit the impact of market declines on your portfolio.
Independent review of investments, managers, and opportunities before capital is committed.
Structuring charitable giving through donor-advised funds, foundations, and planned gifts.
Coordination of the day-to-day details of family life and wealth, from vendors to major purchases.
Tax-aware investment planning, coordinated with your CPA and tax advisors.
Wealth transfer and succession planning, coordinated with your estate attorney across generations.
Tax and legal matters are coordinated with your own CPA and attorney. FNEX does not provide tax or legal advice.
Our approach evolves with your needs and goals. You’ll benefit from the strength of a large-scale platform, paired with the precision and attention of a boutique office.
Wealth Management for Families, Investors, and Institutions
Individuals and Families
Coordinated planning across generations, from a first liquidity event to a lasting family legacy.
Ultra-High-Net-Worth Investors
Complex portfolios, private market access, and institutional execution with a single point of contact.
Trusts, Companies and Foundations
Investment oversight and administration for entities with long-term mandates and fiduciary obligations.
Clarity Through Personalization, Confidence Through Consistency
No two families are alike. Each brings its own priorities, complexities, and long-term vision. FNEX Wealth delivers personalized, consistent, and strategic guidance, whether you’re planning for succession, managing complexity, or seeking both scale and attention.
What Sets FNEX Wealth Apart
- 01
Holistic approach to managing all dimensions of family wealth
- 02
Proactive strategies that anticipate complexity before it arises
- 03
Direct access to private market opportunities
- 04
Disciplined execution and institutional-grade infrastructure
- 05
Personalized service with multigenerational continuity
Multi-Family Office vs. Traditional Wealth Management
| Area | Traditional Model | Multi-Family Office |
|---|---|---|
| Scope | Often centered on investment management | Investments, liquidity, tax and estate coordination, and family office services |
| Coordination | Family manages separate advisors | One team coordinates CPAs, attorneys, and specialists |
| Private markets | Access varies by firm | Curated alternative and private market opportunities |
| Business owners | Planning may begin after a sale | Exit planning and post-exit income planned together |
| Time horizon | Focused on the current client | Planning built for multiple generations |
Ready to Take the Next Step?
Whether you’re seeking a trusted partner to manage your family’s wealth or looking for a more strategic approach to legacy planning, we deliver strategic solutions built for long-term success. Contact us to schedule a confidential consultation.
Institutional Strength Built for Families
FNEX Wealth is the multi-family office division of FNEX, a leading fintech-enabled investment bank and private securities liquidity platform founded in 2012. With over $26 billion in completed transactions and a network of 160+ financial professionals, FNEX brings deep market access and execution capabilities to serve the complex needs of affluent families.
Join FNEX Wealth as an Advisor
Institutional infrastructure with full ownership of your practice and client relationships.
Wealth Management Questions, Answered
Common questions about FNEX Wealth and multi-family office services.
FNEX Wealth is the multi-family office and wealth management division of FNEX, a fintech-enabled investment bank and private securities liquidity platform founded in 2012. FNEX Wealth acts as a dedicated Family CFO, providing comprehensive financial oversight and strategic planning for families across generations.
A multi-family office is a wealth management firm that serves several affluent families through one coordinated team. Instead of working with separate advisors for investments, taxes, estate planning, and household finances, a family works with one firm that oversees the full picture, often described as a Family CFO.
Multi-family offices typically serve high-net-worth and ultra-high-net-worth families, business owners preparing for or completing an exit, and trusts, companies, and foundations that need coordinated investment oversight. Families often consider one when their finances involve multiple entities, private investments, or more than one generation.
A Family CFO oversees a family’s complete financial life. That includes portfolio management, alternative investments, liquidity and exit planning, coordination with tax and legal professionals, philanthropy, and day-to-day services such as bill payment and concierge support.
FNEX Wealth services include traditional portfolio management, alternative investments, downside mitigation, due diligence, exit planning, post-exit income planning, tax strategy, estate planning, philanthropy, monthly bill payment, and concierge services.
FNEX Wealth serves individuals and families, ultra-high-net-worth investors, and trusts, companies, and foundations.
FNEX Wealth coordinates exit planning with the FNEX investment banking team and plans for post-exit income, so the sale of a business and the management of its proceeds are handled as one strategy.
FNEX Wealth is based in Indianapolis, Indiana. As the multi-family office division of FNEX, it provides wealth management and Family CFO services to individuals and families, ultra-high-net-worth investors, and trusts, companies, and foundations in Indianapolis and beyond.
Contact FNEX Wealth to schedule a confidential consultation. The team will learn about your family’s priorities and goals and outline how a Family CFO relationship could support them.
Disclaimer: FNEX Wealth, LLC does not provide any tax advice or legal advice to anyone using this website. None of the content published on this website should be construed as a recommendation, solicitation or offer to buy or sell any securities, options or other financial instruments or other assets or provide any investment advice or service. For more information about FNEX Wealth, LLC please read our Form CRS (Customer Relationship Summary) via the link on this website.
