NewEdge Wealth can help simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.
Wealth Management Solutions Built Around You and Your Unique Life
Wealth Strategy designed to simplify the complexities of your life while establishing the legacy you want your family to leave behind.
Outsourced CIO services or investment services that compliment your existing strategies plus technology to coordinate it all.
Meeting the challenge of balancing the financial demands of your company and building your personal financial stability.
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.
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.
Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.
Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.
Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.
You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor... and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens... you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.
There can be a difference between a good wealth strategy and a great one. A good wealth strategy helps keep you on track to meet your financial goals and objectives. But a great one helps keep you on track and incorporates your individual and family values in every facet of your overarching wealth strategy.
No one likes seeing the value of their portfolio falling, however, as long-term investors, we should treat market corrections, bear markets and recessions as a normal set of outcomes when they occur.
As this year’s tax payment and filing deadline draws near, investors are faced with the decision as to how to pay their tax bills: fund with cash, liquidate assets or borrow. While in a perfect world liquidity would be preset for such expenses, this is not always the case.
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, and the in-house intellectual capital capability and customer services experience our clients have come to expect.
To assist clients with the many areas of financial consideration for 2022, we have summarized some key topics to review.
What you leave behind will be your legacy. For most people, the idea of a legacy isn't something that is planned out. It just happens. Others may take steps toward what they think will be their legacy; however, studies show that somewhere between 60-70% of wealth is completely depleted by the 2nd generation. What you do today can help shape what your legacy really ends up being.
You may still consider your 18-year-old a child, but to the world, 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.
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.
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Webinars & Events
The cannabis industry is changing rapidly and the conversation amongst investors is no longer taboo. With the legalized cannabis industry now projected to exceed $43b in revenue by 2025, the space is rapidly gaining attention.
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.
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 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.