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
NewEdge Launches Ohio Office with Veteran Tech Investor Lance White
NewEdge Capital Group, LLC, announced today that a team led by experienced wealth manager Lance White has joined NewEdge Wealth.
Sugar, We’re (No Longer) Goin Down
One of the most popular assertions amongst fixed income strategists and investors today is that the recent jump in yields is not a concern because it is merely a return to “normal” levels that were experienced in the 2000s, prior to the Great Financial Crisis (GFC).
NewEdge Expands Florida Presence With Four Wealth Managers
NewEdge Capital Group, LLC, announced today that it has welcomed a team of four wealth managers to a new Florida location for its NewEdge Wealth division
We Will Always Love Her
Introduction: Mourning a Legend “Storms make trees take deeper roots.” The world lost an icon this week when Dolly...
The Wealth Planning Timeline: Age 50 & Beyond
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.
Can You Take Me Higher: U.S. Equity Q2 Earnings Season Takeaways
This week we are providing our assessment and analysis of the second quarter U.S. equity earnings season, a...
