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
22 Charts for 2022: A Year in Review
As the final days of December dwindle away, this time of year is filled with a sense of both reflection and expectation. Here are 22 charts that capture the turmoil, major shifts, present fears, opportunities, and (sometimes surprising) resilience of 2022.
International Update: Summary
The USD remains the key driver for relative performance of International Developed (EAFE) and Emerging Market (EM) stocks versus the US (S&P 500).
Bloomberg Appearance: NewEdge’s Cameron Dawson discusses the deep inversion in yield curves
Cameron Dawson, Chief Investment Officer, recently joined Bloomberg’s “Real Yield” to discuss the deep inversion in yield curves, what these inversions are telling us about the economic backdrop, and how to interpret a future re-steepening of the curves.
ONWARD: Episode 3
Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management, in our latest episode of “ONWARD.”
CNBC Appearance: “The Fed wants to see the labor market ease,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Squawk Box’ to break down her expectations for the Federal Reserve’s looming interest rate decision and explains what it could mean for markets.
Emergency Preparedness for Critical Documents
Natural disasters can be dangerous, stressful, and often occur with little to no warning. Fortunately, there are safeguards you can take now to prepare you and your family if disaster strikes.
