NewEdge Family Office
Where Precision Meets Purpose
For ultra wealthy families, wealth management isn’t just about returns; it’s about alignment. We align every decision, every opportunity, and every strategy with your family’s unique vision and values through research-driven investment management and comprehensive family office services.
Overview
Multi-Generational Wealth
Family Offices
Entrepreneurs
Corporate Executives
Private Equity Professionals
Our research-driven model creates clarity in a complex world, helping families make better, faster, and more informed decisions.
The NewEdge Difference
Built on Curation, Not Conglomeration
The best in every category rarely lives under one roof.
That’s why NewEdge Family Office is built differently— by curating leading specialists across investment management, estate strategy, tax optimization, and administration, and integrating them into a cohesive experience.
We’re not building a single solution for everyone. Instead, we research, curate, and help implement solutions for what’s most important to you and your family and your family’s unique objectives.
The NewEdge Difference
Research First Solutions. Not Replication.
We believe families deserve better than off-the-shelf solutions or heavy in-house models.
Our approach is rooted in research—identifying, vetting, and integrating best-of-breed providers who are singularly focused on their craft.
Our Three Pillars of Service
Mission Critical Services
Investment & Portfolio
Personalized Wealth Strategy
Holistic Consolidation Reporting
Technology Stack & Client Experience
Insurance Portfolio Management (Life, PPLI)
High-Value-Add Services
Client Sources Investment due Diligence
Philanthropy Management
Trust Services & Admnistration
Family Business Stategy
Family Governance Including Next Gen Engagement
Cybersecurity Solutions
Real Estate Modeling & Analysis
Curated Access
Private Aviation & Concierge Travel Consulation
Concierge Medical Analysis & Referrals
Service Provider Vetting
Network Access & Relationship Mapping
Networking Events
Family Office Group Activation
We don’t pitch promises… we deliver a plan, and then proactively execute upon it.
Exclusive Benefits
Controlled fees and seek to optimize taxes
Complete customization: From custody to investments, wealth management, legal taxes and more
Expanded access to alternative and direct investment solutions
Admnistrative services such as bill pay, capital call admnistration and cash management
Direct access to a curated, comprehensive team with rapid response times
Education, engagement, and empowerment for future generations
Your Wealth, Your Story: A Smarter Legacy Solution
As part of NewEdge Family Office, we’re pleased to offer a personalized platform designed to help secure your family’s legacy for generations to come.
Organize Your Wealth as a Story
Transform your estate and assets into a clear, intuitive story that connects current and future generations. Our platform fosters continuity by helping your family understand the “why” behind your wealth’s structure and its interconnected elements.
Your Family’s IQ Bridge & EQ
Our solution merges financial (IQ) and emotional intelligence (EQ), linking your balance sheet with your family’s values and purpose. This creates a framework that explains what you do, who is involved, and why.
Identify Blind Spots & Act Proactively
Our platform helps identify gaps in planning or succession arrangements. With built-in guidance, families and their advisors can proactively address these blind spots to ensure a comprehensive and robust approach to legacy management.
Ultra wealthy families are shifting from investment-only relationships to fully integrated ecosystems, combining wealth strategy, private markets, philanthropy, and next-generation education.
The NewEdge Difference
Learn How to Align Your Family’s Wealth
Preserve, grow and transfer your wealth with confidence through thoughtful, long-term family wealth management strategies. Download the latest brochure.
Latest Webinar
Wealth Strategy Insights
2025 Gift Tax Exclusions
As the year comes to a close, it’s a great time to review one of the simplest and most effective estate planning tools...
Building Your Own Path: Next Generation Wealth Planning
Discover how the next generation can build independent wealth, align financial goals with values, and create a lasting family legacy.
Maximizing College Savings with 529 Plans
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
2025 Suggested Reading List, by our Wealth Strategy Team
Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.