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
There’s No Place Like the U.S. Housing Market
Poor affordability is a large part of the story of poor home sales growth this year. But it’s not the whole story. No other segment of the U.S. economy has experienced a stranger landing than the U.S. housing market. So, let’s fly over the rainbow and explore what’s happening and how it informs our outlook.
Slow Hands
Despite the pleas and pricing for swift action to resolve being behind the curve, it’s now more likely the Fed will move with “Slow Hands” as it begins to ease policy in September.
Veteran Wealth Management Team Anchors NewEdge Wealth’s Pennsylvania Expansion
NewEdge Wealth announces that the Allentown, Pennsylvania-based team, led by Paul Emrick, has joined the firm, coming from Morgan Stanley.
NewEdge Wealth Continues Recruiting Momentum, Expanding Its Florida Footprint
A Florida based team of eight from Merrill Lynch will expand its presence in the Delray Beach, Boca Raton, and Palm Beach Gardens area.
NewEdge Capital Group Recruits Nearly $5.5 Billion to Its Platform in First Half of 2024
NewEdge Capital Group recently announced that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts.
CNBC Appearance: “Unwinding of the carry trade could show more volatility in equities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss markets, the market sell-off and the pivotal week ahead for investors.
