Let’s Define Your Legacy
We believe that ultra high net worth individuals can and should invest differently.
When it comes to a family office, our firm has experience working with clients to establish their own family office and navigating all the unique aspects of that process or utilizing our family office services on an outsourced basis.
Should you create your own family office?
The goal of a family office is to help your family grow and protect its wealth and to ensure that it is passed down to future generations in a tax-efficient manner. At NewEdge Wealth, one of our specialties in creating family offices is to truly manage all of the complexities of your wealth. When we say we handle everything, we mean everything.
To name a few – we offer administrative services such as bill payment and capital calls, liquid and traditional investments, research support, consolidated reporting, and an ongoing wealth strategy from our outstanding team.
Many of the clients we work with are entrepreneurs, private equity professionals, or successful corporate executives. We have a track record of successfully counseling our clients’ post-business transactions, and I welcome the opportunity to share with you how we could help you and your family.
Looking for more information?
Your Partner in Optimizing the Value
You Deliver to Family Members
Articles, Webinars & Media Appearances
(Golden) Eye of the Bondholder
Watch the Replay Download the Slides Over the last two decades, the James Bond cinematic universe has been...
The Cost of Failing to Plan
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
Learning to Give Before You Have to Decide
When selling their company, founders will have to make more consequential financial decisions in the 90 days before closing than in the previous decade. Who receives the proceeds? How much will the family keep? Which trusts to set up? Somewhere along the line, they may have to decide how they want to express their philanthropic values?
The Game Has Changed
Introduction: I’m Sure You Must Have a Lot Of Questions Children of the 1970s and 1980s may remember where they were...
Inflation Vertigo
Introduction: I Thought You Said No More Aches and Pains? “That wasn't part of the plan.” It’s been a little over two...
You Sold the Business. Now What?
In an ideal world, entrepreneurs would begin preparing years in advance, giving themselves time to implement sophisticated tax, estate, and wealth transfer strategies before a transaction ever occurs.
