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
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
ONWARD: Episode 10
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.
Bloomberg Appearance: “From a policy perspective, we don’t see a lot of things that are ultimately stimulative,” notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer notes that market sentiment remains cautiously bullish as institutional investors stay on the sidelines, retail investors buy the dip, and policy uncertainty ushers in what she calls the “Summer of Mudd.”
ASCEND Earns 2025 Wealthies Nomination
What an incredible honor to share that ASCEND, our specialized program for athletes, entertainers, and influencers,...
Consumers Have Us. Who’s Got Them?
The latest twists in 2025’s economic policy soap opera came from a federal court this week striking down the bulk of U.S. tariffs…only for a higher court to put that ruling on hold less than 24 hours later. While we wait for the appeals process to play out and anticipate alternative tariff measures from the Trump administration, we will focus this week on the U.S.’s enduring source of economic strength, its consumers.
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
