Wealth Management Solutions Built Around You and Your Unique Life
Generational Wealth
Wealth Strategy designed to simplify the complexities of your life while establishing the legacy you want your family to leave behind.
Family
Offices
Outsourced CIO services or investment services that compliment your existing strategies plus technology to coordinate it all.
Successful Entrepreneurs
Meeting the challenge of balancing the financial demands of your company and building your personal financial stability.
Corporate Executives
Simplifying and coordinating the complexities your corporate career has brought to your personal finances.
Private Equity Professionals
Wealth strategy created specifically for your career, when so much of your personal and professional finances are intertwined.
WEALTH STRATEGIES
Creating an Intentional Legacy
For many families with multi-generational wealth or successful entrepreneurial ventures, the process of setting a wealth strategy can be fraught with difficult decisions and prickly obstacles. The complexities of their wealth, not to mention the personal dynamics of children, families, employees and friends, make each decision they are faced with more difficult. Moreover, their circumstances and needs simply go far beyond what typical financial planning provides.
Preparing the Next Generation for Wealth
Over the next 25 years, the most significant transfer of wealth in history will occur, with around $68 trillion passed to the next generation in the US. NewEdge Wealth has prepared a white paper with important information all high-net-worth families face.
Estate Planning Your Child Needs Once They Turn 18
You may still consider your 18-year-old a child, but in many places, they are an adult. As your child graduates from high school and heads out into the newfound ventures of adulthood, it’s important to consider the legal implications that arise when they legally become an adult.
2022 Wealth Strategy Planning Guide
The start of every new year provides an excellent opportunity to thoughtfully review the existing plan in place for your wealth and evaluate where updates are needed.
Boutique Wealth Management with Global Capabilities
NewEdge Wealth seeks to provide a select group of clients with the ultimate level of service and attention to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor in order to create a stronger, more personal relationship.
Latest Weekly Summary & Market Insights
Webinars & Events
The Ideal Transaction
Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.
Fireside Chat: Market Update with Lee Cooperman
Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.
The Ten Surprises of 2022
The definition of a “surprise” is an event that the average investment professional would assign a one-out-of-three chance of taking place, but these are events Blackstone believes are probable, having a better than 50% chance of occurring.
Fearless Women: Women in the Arts
Susan Kim, Vice President and Wealth Advisor at NewEdge Wealth leads a discussion with Amelia Manderscheid, Vice President and Senior Director in Contemporary Art of Bonhams, Lara A. Björk, Founder of Von Rudebeck Art Advisory, and Lori Hotz, Co-Founder and Co-CEO of Lobus.