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
Fearless Women: Women Who Board
Today, women hold almost 31% of all S&P board seats (up from just 22% in 2017.) We applaud this achievement and look forward to what the future holds for female directorships.
CNBC Appearance: “We think this rally can continue,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to discuss the longest rally for the Dow since 2021, the Fed, and its impact on her market outlook.
NewEdge Capital Group Named by Forbes to its Ranking of America’s Top RIA Firms
NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.
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”.
