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.
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Your Partner in Optimizing the Value
You Deliver to Family Members
Articles, Webinars & Media Appearances
Bloomberg Appearance: The American Exceptionalism Debate with Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, speaks with Bloomberg’s Tom Keene and Paul Sweeney to discuss if U.S. exceptionalism is alive and well.
Call It
Spring has barely sprung, but our expectations for wide and choppy ranges in both interest rates and stock prices in 2025 have already been met…and then some. What markets do on a day-to-day basis – and what new policy announcements may drive them – has begun to feel like a coin toss.
Fear Inoculum
Individual fear is an inevitable emotion when markets are lurching lower and headlines are filled with talk of recession, but as the above analysis shows, when aggregate fear spikes and becomes the consensus emotion, it usually behooves investors to find that “long overdue immunity” to their own individual fears and embrace contrarian optimism.
Bloomberg Appearance: “When it comes to volatility, get used to it this year,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss the current market volatility.
A Hitchhiker’s Guide to Tariffs
Investors have now lived through several weeks of heightened market volatility, driven primarily by a combination of disappointing economic data and erratic policymaking. As we’ll point out in this piece, the amount of market churn – especially intraday – has been unusually high while the peak-to-trough declines in most major indexes have not…at least, not yet.
Market Volatility Update
Listen in as the investment team discusses the source of recent market volatility, the potential duration and depth of the correction, and how investors can take advantage.
