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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Articles, Webinars & Media Appearances
Gen X: Navigating the In-Between
Born between the mid-1960s and early 1980s, Generation X (“Gen X”) stands as a pivotal cohort that bridges the gap between Baby Boomers and Millennials. Often dubbed as the “latch-key generation” – referring to growing up with double-income parents and coming home from school to an empty home – Gen Xers were shaped by their Baby Boomer parents who instilled in them the value of hard work and self-reliance.
Hard and Soft
While markets have been shaky over the past two weeks, the positive trends remain broadly similar to those in the final two months of 2016. Stocks could muster another lurch higher if business sentiment begins to reflect a more bullish outlook for 2025, perhaps due to a combination of lower expected tax rates or less stringent regulation.
My Friends Over You: International Equities into 2025
Given this backdrop of a stronger USD, tariff uncertainty, and weaker earnings, we see reason for U.S. investors to continue to broadly pick my friends (domestic stocks) over you (non-U.S. stocks).
When the Will is Gone
There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?
Do You Remember the First Time?
The price action across equities, fixed income, and currency markets had many investors “remembering the first time” that Trump was elected in 2016, with the assumption that a similar playbook can be applied to today’s market.
NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn.,...
