Where Precision Meets Purpose

For families with assets exceeding $100 million, wealth management isn’t just about returns; it’s about alignment. Your wealth should reflect your goals, embody your values, and sustain your legacy for generations.

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True partners align every decision, investment, and strategy with your unique mission and objectives.

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What is ALIGNED?

ALIGNED by NewEdge Wealth transforms the standard family office solution into a purpose-driven partnership. Through tailored strategies, cutting-edge technology, and holistic integration, we help ensure every financial decision works toward your family’s mission.

Our Approach

At our core, we are not a traditional investment manager, but rather a provider of unique, purpose-built solutions that are driven by the needs of our clients and are designed to increase the probability of long-term success. To think differently requires a multi-faceted approach, one that includes:

 

Goal Centric Alignment

  • Wealth strategies aligned with your family mission and values.
  • Success measured by achieving your objectives, not arbitrary benchmarks.
  • Clear accountability for all wealth decisions.

True Partnership

  • Focuses on controlling fees, taxes, and risk — not market-chasing.
  • Creates freedom to recommend solutions regardless of where assets are held.
  • Concentrates on long-term sustainability rather than short-term gains.

Technology-Enabled Clarity

  • Enables real-time alignment monitoring and adjustment.
  • Provides a transparent view of how all assets serve your goals.
  • Identifies and eliminates hidden fees and inefficiencies.

Your Wealth, Your Story: A Smarter Legacy Solution 

As part of NewEdge Wealth’s family office solutions, 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. This tool fosters continuity by helping your family understand the “why” behind your wealth’s structure and its interconnected elements. 

Your Family’s IQ Bridge and EQ 

This 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 and
Act Proactively 

This tool 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. 

Your wealth deserves more than a collection of managers. It deserves a strategy worthy of the vision that built it. ALIGNED by NewEdge Wealth ensures your financial decisions are strategically orchestrated to achieve your purpose. 

Exclusive Benefits

  • Fixed-fee partnership
  • Complete customization: From custody to investments, wealth management, legal, taxes, and more
  • Expanded access to alternative investment solutions
  • Administrative services such as bill pay, capital call administration, and cash management
  • Direct access to a curated, comprehensive team with rapid response times
  • Education, engagement and empowerment for future generations

“Turn Your Wealth into Your Family’s Greatest Legacy” 

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Learn How to Align Your Family’s Wealth

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