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
Wherever You Will Go
Earnings are driving markets higher. With S&P 500 estimates at record levels, can growth hold as jobs slow and margins face pressure?
Bloomberg Appearance: Cameron Dawson, CFA® on Stagflation, Margins, and Market Resilience
Cameron Dawson, CFA®, Chief Investment Officer, discusses how stagflation, Fed policy, and weakening labor trends may impact earnings and equity markets.
Up in the Air
From just after the global financial crisis through the high inflation of the early 2020s, the U.S. labor market has been on a generally positive trajectory.
NewEdge Wealth Named Wealthies Finalist for ASCEND
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
Bloomberg Appearance: Investor Caution Persists Amid High Valuations, highlights Brian Nick of NewEdge Wealth
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
Housing Alone
Mortgage rates are easing, but housing remains frozen. Discover what’s keeping sales and construction from recovery in 2025.
