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
Invincible? Watching Sentiment, Positioning, Valuation, and Growth Expectations
Equity markets have been acting invincible (save for Wednesday of this week). With the tailwinds of a friendly Fed and resilient growth data, equities have been in full melt-up mode as investors chase to increase exposure into year end.
CNBC Appearance: “M&A and IPOs could see upside in 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss market trends and expectations for 2024.
How’s it Going to Be: The Economy and Markets After the Pivot
As current Federal Reserve Chairman Powell was “Livin’ in the 90’s” this week, we dust off our debut Third Eye Blind CD and ask “how’s it going to be?” for markets and the economy now that the tightening cycle is (or at least is expected to be) over.
ONWARD: Episode 6
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. In our latest episode of Onward, partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.
Demystifying Structured Notes
If you’ve ever wondered… what is a structured note? How do they work? And what role can they play in a portfolio? This webinar is for you!
NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM
NewEdge Capital Group recently announced that the firm has surpassed last year’s record growth in client assets and advisor teams.
