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
CNBC Appearance: “The market is still too tech heavy,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson joins CNBC’s “Closing Bell” to discuss their expectations for the last month of the year and 2024.
2023 Year-End Planning Checklist
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning…
CNBC Appearance: “The stock market is overbought right now,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Squawk Box” to discuss the latest market trends, the Fed’s rate hike campaign, and more.
It’s All Over Now Baby Blue: Is the Fed Tightening Cycle Over? A Historical Perspective
After this week’s softer CPI and sharp movement lower in bond yields, is this time different? Is it truly “all over now baby blue” for this tightening cycle?
Back in (the) Black: U.S. Equity Third Quarter Earnings Recap
This week we are providing our assessment of the third quarter S&P500 earnings season which could be appropriately summarized by AC/DC’s “Back In Black”, as the broad index has returned to profit growth after four straight quarters of declines.
The Timeless Appeal of Blue Chip Stocks
Richard Ina, AAMS®, Partner, was joined by Jay Peters, CFA®, Principal, Portfolio Strategy, to discuss the global middle class, the shifting demographics in the United States, the impact of AI on investment strategies, and Warren Buffett’s renowned bucket approach in retirement.
