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
ONWARD: Episode 5
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, Alain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared.
NewEdge Capital Group Jumps 16 Spots on Barron’s Top 100 RIA Firms List
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
CNBC Appearance: “The current market correction hasn’t been growth-related,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Squawk Box” to discuss the latest market trends, rest of year outlook, and more.
Dance of the Clairvoyants: What Equity Market Leadership is Telling Us About the Economy
Let’s do the “Dance of the Clairvoyants” and see what messages the equity market leaders and laggers could be sending us about the future path for the economy and broad equity indices.
Quality-Focused Investing at NewEdge Wealth
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
Misery Business: Watching Inflation’s Pinch on the Consumer
After falling for most of 2023 as inflation moderated, the Misery Index has ticked up meaningfully for the first time this year, capturing the pinch that consumers could feel if inflation readings continue to reaccelerate.
