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
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.
Will There Be Blood?
Introduction: No Pain, No Gain (Literally) “What are you looking so miserable about? There's a whole ocean of oil...
NewEdge Capital Group Continues Nationwide Expansion of NewEdge Wealth
NewEdge Capital Group, LLC, announced today that it expanded into Minnesota with the addition of a NewEdge Wealth office near Minneapolis. The location is the 22nd for NewEdge Wealth, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients.
NewEdge Capital Group Climbs to No. 2 on Barron’s 2026 Top 100 RIA Firms List
NewEdge Capital Group announced that it rose to No. 2 on Barron’s 2026 Top 100 RIA Firms list, its highest ranking since debuting at No. 29 in 2022.
Parabol/Parabola
For example, we’re pretty sure that Maynard James Keenan did not write the two-part “Parabol/Parabola” with the equity and bond markets in mind, but that does not mean that we, as equity and bond market participants, can’t find meaning and message in the song, mostly as some markets, like yields, “went parabolic” this week.
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.
