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
Get Back to Where You Once Belonged: How Long Until Prior Highs
The question of how long it will take to get back to prior highs always burns on investors’ minds during a bear market. The following historical and future scenario analysis is presented in an attempt to answer this question.
NewEdge Wealth Announces New Office in Miami, Florida
NewEdge Wealth is pleased to announce that it has opened another office location in Southern Florida. The new location in Miami is the firm’s second office in the area and is home to a growing six-person team led by Patrick Dwyer.
ONWARD: Episode 2
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. John Straus, Jr., CFP®, Partner and Co-Founder at NewEdge Wealth, sits down with Matt Curry in episode 2 of “ONWARD”.
CNBC Appearance: NewEdge’s Cameron Dawson offers her bearish take on the market
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to offer her fourth quarter playbook.
A Dose of Dispassion
This is not about catching the ultimate low or ringing the bell at the bottom. Instead, it is about being disciplined about long-term potential when the near-term is highly uncertain. A dose of dispassion is helpful in times like these.
CNBC Appearance: “Investors need to be cautious in the medium term,” says NewEdge’s Cameron Dawson
Cameron Dawson, Chief Investment Officer of NewEdge Wealth, joins CNBC’s ‘Squawk Box’ ahead of the open to break down why the latest market rally has legs in the short term.
