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
How Investors Learned to Stop Worrying and (Mostly) Shrug Off Geopolitical Risk
U.S. stocks are holding up as conflict escalates in Iran, but rising oil prices and weakening consumers could change that fast. Here’s what investors need to watch.
The Future Freaks Me Out or Everything is Alright?
Occasionally, instead of being optimistic about the future, equity markets become thoroughly “freaked out” by the future (singing along to “The Future Freaks Me Out” with those slightly neurotic synth-punk-emo purveyors, Motion City Soundtrack).
CNBC Appearance: Cameron Dawson, CIO on AI Disrupting Jobs and Market Split
Cameron Dawson breaks down consumer behavior among market splits, policy uncertainty and AI driven job disruption.
NewEdge Wealth Welcomes High-Performing Advisor Team to Expand East Coast Presence
Burt Hilton, Tom Ames and Andrew Kaskel to Support Boston, New York and New Jersey Clients
Bloomberg Appearance: Defensive Rally Raises Concerns for U.S. Stocks, notes Cameron Dawson
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
MacArthur Park Suite
This week’s Edge (which you can probably read while listening to the entire 18 minutes of the “MacArthur Park Suite”) will look at the recent run in Value outperformance and examine the drivers that could make this run in Value sustainable (like in the early 2000s) or just another flash in the pan.
