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
Fox Business Appearance: Cameron Dawson, CIO joins Fox’s ‘Making Money’
NewEdge Wealth CIO Cameron Dawson shares her 2026 market outlook on Fox’s ‘Making Money.’
ONWARD: Episode 14
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.
NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory
James joins NewEdge at a pivotal moment as the firm marks five years of rapid growth. His expertise will help drive NewEdge’s next phase.
The Executive Edge: The World as a Classroom, Lessons from Dr. Scott Massey
Rich Ina talks with Dr. Massey about the values that ground his work, the mentors who shaped his path, and the habits that keep him sharp.
ONWARD: Episode 13
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.
Bloomberg Appearance: Cameron Dawson on AI Jitters, Market Recalibration & Buying Opportunities
Cameron Dawson breaks down why recent AI-driven volatility is a short-term recalibration, not a growth scare, and why dips could offer smart buying opportunities for 2026.
