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
Here Comes The Sun? U.S. Equity Third Quarter Earnings Preview
If an economic recession were to materialize in 2024 or after, renewed earnings weakness could be expected, challenging the current consensus forecasts of strong growth next year and the year after.
A Statement from NewEdge Capital Group
Our hope is that we can foster unity among global citizens, working together to build a world where every individual, regardless of their race, religion or ethnic heritage, can coexist peacefully, free from the fear of violence.
You Only Live Twice
2023’s string of stronger-than-expected economic data, continued with this week’s jobs data, has reminded us of the iconic 1967 scene in You Only Live Twice where a pronounced-dead Bond emerges from the depths of the ocean alive, well, and immaculately dressed.
Well, That’s Pretty Crummey!
Your NewEdge Wealth team is here to support you in your role as Trustee. We can help educate beneficiaries about trusts, including the purpose and implications of Crummey Notices.
Supersonic: Major Market Shifts as We Enter 4Q23
The major shifts in markets over the course of 3Q23 had us thinking about one of the greatest (true) stories in rock and roll history.
Liam Gallagher of Oasis began life having no interest in music, wholly uninterested in his brother Noel’s passion and prowess for songwriting.
NewEdge Wealth Expands San Francisco Presence With Former Wells Fargo Wealth Manager Dale Schroeder
NewEdge Wealth recently announced that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
