Wealth Management
Solutions Built Around You

Overview

Multi-Generational Wealth

Family Offices

Entrepreneurs

Corporate Executives

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

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.

Latest Webinar

Mid-Year Outlook: The Summer of Mudd

Here we are already, a blink away from the beginning of July, and the year has positively flown by.

Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!

Wealth Strategy Insights

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

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.

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Home is Where the Domicile Is

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.

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