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 Capital Group Rises to No. 8 on Forbes 2025 Top RIAs List
NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
ONWARD: Episode 11
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.
Is Monetary Policy About the Journey or the Destination?
The Fed’s “journey vs. destination” debate is reshaping markets. Discover what investors should watch in the this week’s Weekly Edge.
Looking for Clarity After the Summer of Mud
The question as we move into autumn is whether enough mud has been cleared away to provide clarity on the way forward for corporate earnings and economic growth and, ultimately, more good returns for investors.
CNBC Appearance: The equity market is not signaling concern about meaningful growth, notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss market outlooks.
NewEdge Capital Group Ranked No. 3 on 2025 Barron’s Top 100 RIAs List
NewEdge Capital Group has been recognized by Barron’s as No. 3 on the publication’s 2025 ranking of the Top 100 RIAs.
