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
We’re Not Gonna Take It: The Implications of Fading Pricing Power on Corporate Earnings
After a weak of equity and bond markets being whipsawed by positioning, economic narratives, and Fed expectations, it is helpful to take a step back, “cut through the noise” (as Bloomberg’s Tom Keene would say) and focus on the fundamentals.
CNBC Appearance: “The Fed probably should have cut rates this week,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, recently joined CNBC International News to discuss the state of the U.S. economy.
We’re Gonna Need a Bigger Rate Cut
Investors were reminded of a valuable lesson this week: falling interest rates can be good for risk assets but only up to a point and only for the right reasons.
Time to Party Like It’s 1995?
U.S. politics has been delivering more twists and turns lately than even the most melodramatic arc on The West Wing. And yet, diversified investors have come through the chaotic headlines mostly intact.
Bloomberg Appearance: Cameron Dawson, CFA® reveals a key problem weighing on corporate balance sheets
Cameron Dawson, CFA®, Chief Investment Officer, reveals a key problem weighing on corporate balance sheets on Bloomberg Radio.
2024 Mid-Year Market Outlook
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
