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.
NEWEDGE CAPITAL GROUP
Barron’s rankings awarded in September 2023 based on prior 12 month data. Forbes/Shook rankings awarded in October 2023 based on data from 3/31/22-3/31/23.
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
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning...
Stock compensation plans offer significant opportunities for wealth accumulation. However, the complexity of these plans and the diversity of how they can be structured can often lead to confusion.
A groundbreaking 2018 study published in the Harvard Business Review revealed that the average age of high-tech founders are in their early forties when establishing their companies. If successful in their ventures, it’s inevitable that the deals will come knocking, but are these founders ready to make an exit?
A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
As we head into the new year, now is the time to take stock and assess whether your wealth strategy utilizes the appropriate methods to address the current tax law, volatile market, inflationary pressures, and any changes to your goals or family circumstances.
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.
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.
We started 2023 with a mantra from Goethe: “Enjoy what you can, endure what you must.” After a roaring rally in equities and a much-improved showing from fixed income compared to 2022’s weakness, 2023 has been a year of far more enjoyment than enduring.