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
Demystifying Structured Notes
If you’ve ever wondered… what is a structured note? How do they work? And what role can they play in a portfolio? This webinar is for you!
NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM
NewEdge Capital Group recently announced that the firm has surpassed last year’s record growth in client assets and advisor teams.
CNBC Appearance: “The Fed won’t hike rates next week,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss the latest jobs report, the upcoming Fed meeting, and more.
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Capital Group has launched a new program to address the challenges advisors can face when servicing ultra high net worth clients.
Shielding Your Digital World: Best Practices for Ironclad Cybersecurity
From social media to housing your financial accounts, it’s important to know how to keep your digital information free from cyberattacks.
Contributing With Our Hearts & Minds
Embarking on a charitable journey is a thoughtful and impactful experience. To help you navigate this process, we’ve crafted a checklist to help guide you through this process.
