Wealth Management
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Overview
Multi-Generational Wealth
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Private Equity Professionals
Private Equity Professionals
A career as a Private Equity professional presents a unique set of challenges when it comes to your personal wealth. The realities of carried interest, co-investment capital calls, distributions and tax obligations add a level of complexity that a typical wealth strategy doesn’t account for.
The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond. We aim to provide peace of mind that you’re doing what you need to focus on today to achieve your desired legacy.
Your Unique Circumstances Require a NewEdge
Wealth Services Designed Around Your Unique Needs
Private Equity can be lucrative. It’s also a career that can make day-to-day life difficult because your income can widely vary not only month to month, but year to year. Over the past decade, we have developed a customized set of wealth planning and investment services to help simplify your life as a private equity professional and provide peace of mind.
Services for Private Equity Professionals
Wealth Services Designed Around Your Unique Needs
Cash Flow Planning & Management
Our quantitative modeling tools help provide confidence around how much you will require to support your current spending requirements as well as project your capital needs based on various co-invest calls, distributions and tax scenarios.
Lending & Credit Strategies
Part of the planning process can also include accessing unique lending and credit solutions — some of which you’ll never find at a traditional firm — to help even out your cash flow and liquidity levels, particularly in times when your personal capital is tied up in obligations with your firm.
Co-Invest Capital Call Coordination
We can help coordinate with the financial and administrative teams of your firm to assist in the capital call administration process. It’s a process of coordination that we have developed for over a decade and is a process that both our clients — and their firms — deeply value.
Managing Around Concentrated Positions
At various points in your career, much of your wealth could come from a single holding in your private equity firm’s portfolio. While this can be a great ‘problem’ to have, a concentrated position such as this also puts your wealth at risk. We work with private equity executives to offset those risks through hedging strategies and identifying other diversification strategies.
Estate Planning & Wealth Strategies
It’s never too early to begin to consider the inevitable and when and how you should pass wealth to the next generation. While it is often advantageous to make the most impactful gift today from a tax and planning standpoint, it is also important to assess the impact that gift may have and if that is a suitable option. This is where we can help.
The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond.
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Wealth Strategy Insights
Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?
You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.
Home is Where the Domicile Is
Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one’s permanent home.
Insurance Before & After Disasters: A Strategic Approach
By thoughtfully mapping an all-encompassing approach, you can minimize your financial risk and ensure a smoother path to rebuilding your life and your financial health.
California Wildfire Disaster Relief
As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.