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.
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We think that growth forecasts continue to be “so much more than everything” to risk asset performance, with stable and rising forecasts as the key underpinning of recent risk asset strength.
Danielle Brown Wins ‘Outstanding COO’ at Family Wealth Report Awards
NewEdge Wealth is pleased to announce that Danielle Brown was awarded ‘Outstanding COO’ at the Family Wealth Report...
Cameron Dawson Honored as Wealth Solutions Report’s Top 5 CIOs
NewEdge Wealth is pleased to announce that Cameron Dawson, CFA®, Chief Investment Officer, has been acknowledged by Wealth Solutions Report as one of the Top Wealth Management CIOs of 2024.
Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season
An aging economic cycle and equity markets that are facing renewed headwinds make Bob Seger’s 1980 classic a fitting analogy for this week’s Weekly Edge, where we are taking stock of the current U.S. equity earnings season.
The Executive Edge: Bob Higgins
From his humble beginnings in Ellsberg, Kentucky, to his transformative experiences in the U.S. Air Force and beyond, Bob Higgins, President and CEO of Barge Design Solutions, shares valuable insights into leadership, resilience, and continuous learning.
Watch the Replay: Second Quarter Outlook
As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.
