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
Spotlight on Venture with Nava Ventures
We’re pleased to share a recent conversation between NewEdge Wealth’s Chloe Reed, Vice President, Investment Solutions, Alternatives, had with Freddie Martignetti, Founder of Nava Ventures, as part of our spotlight on venture.
Bloomberg Appearance: “If you’re looking into the bond market right now, you have to do it with open eyes,” says Brian Nick of NewEdge Wealth.
Brian Nick, Managing Director, Head of Portfolio Strategy at NewEdge Wealth, warns that U.S. economic growth is weakening fast, making equity market gains harder to justify and bond markets more uncertain.
ONWARD: Bonus Episode
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
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%!
CNBC Appearance: “A lot of the risk in 2025 has been oriented around the U.S. itself,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, says markets welcome a pause on Iran. He warns of stagflation risks, weak growth, and growing margin pressure.
Schwab Network Appearance: “The pain trade still could be higher as people are drawn back in,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Morning Trade Live with her perspective on current geopolitical tensions impacting market activity.
