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
Bloomberg Appearance: U.S. Stocks Hold at Record Highs as Bond Yields Fall
Cameron Dawson, Chief Investment Officer, discusses why policy optimism and cyclical trades may mask a deeper economic slowdown.
Values Go Viral: The Gen Z Model for Impact-Driven Business
The demographic cohort born between 1997-2012, succeeding Millennials and preceding Generation Alpha, is commonly referred to as Generation Z. Gen Z, the first generation never to know the world without the internet, values diversity and finding their own unique identities, says Stanford scholar Roberta Katz.
CNBC Appearance: “We think it’s a constructive year,” says Cameron Dawson, CIO
Cameron Dawson highlights that 2026 looks constructive but choppy, with limited multiple expansion and markets driven primarily by earnings growth.
CNBC Appearance: 2026 Will Be the Year of Diversification, says Jay Peters
Jay Peters, Managing Director of New Edge Wealth, joins ‘Power Lunch’ to talk the three stocks he is watching for 2026.
Bloomberg Appearance: Santa Claus Rally’ Started Early, Says Cameron Dawson
Cameron Dawson, Chief Investment Officer, says the “Santa Claus Rally” seemed to start earlier this year, but they don’t read much into it because it’s just end-of-the-year position chasing.
CNBC Appearance: Cameron Dawson Discusses Market Action on CNBC
Cameron Dawson joined ‘Closing Bell’ to talk about the road ahead for the bull market.
