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 Wealth Welcomes Michael Kramer to Stamford Office
Experienced wealth manager, Michael Kramer, joins the NewEdge Wealth team from First Republic Investment Management.
A Statement from NewEdge Capital Group
Our hope is that we can foster unity among global citizens, working together to build a world where every individual, regardless of their race, religion or ethnic heritage, can coexist peacefully, free from the fear of violence.
Well, That’s Pretty Crummey!
Your NewEdge Wealth team is here to support you in your role as Trustee. We can help educate beneficiaries about trusts, including the purpose and implications of Crummey Notices.
NewEdge Wealth Expands San Francisco Presence With Former Wells Fargo Wealth Manager Dale Schroeder
NewEdge Wealth recently announced that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
ONWARD: Episode 5
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. In our latest episode of Onward, Alain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared.
NewEdge Capital Group Jumps 16 Spots on Barron’s Top 100 RIA Firms List
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
