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MEMBER PROFILE

 

Ted Smith

Next Capital Management

 

Member profile details

Membership level
DC Metro Individual
First name
Ted
Last name
Smith
Title
Wealth Advisor
Company
Next Capital Management
 

CONTACT INFORMATION

City
Silver Spring
State
Maryland
 

PROFILE INFORMATION

Call me when
You are thinking about thinking about selling your business.
Why I/we support XPX
To be your advisor to you and your family when you are selling your business. We want to help you maximize what your family keeps when you do finally sell your business.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Compensation
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Probate
  • Retirement
  • Risk management
  • SEC
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Chartered Alternative Investment Advisor
In Business Since
1999
How to contact
Cell: 609.462.8155 and tsmith@nextcapitalmgmt.com
LinkedIn profile link
www.linkedin.com/in/theosmith
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