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
NewEdge Wealth Welcomes Experienced Wealth Manager Heather Doherty Guardado to New York Office
NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.
ONWARD: Episode 12
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.
Bloomberg Appearance: Cameron Dawson on Earnings, Bond Yields, and Concentration Risks
Cameron Dawson, Chief Investment Officer, joins Bloomberg Television to discuss how equities are still stuck in the tariff scare range.
Bloomberg Appearance: “Earnings Are More Useful Than Economic Data,” says Cameron Dawson
Cameron Dawson explains why earnings are key for investors, how trade wars and AI are shaping markets and what to expect from the Fed’s next moves.
Master Your Business Exit: A Roadmap to Valuation and a Financially Secure Future
But now, as you begin to think about selling your business or transitioning into retirement, it’s time to pivot your focus. The question isn’t whether you’ll exit your business, but how you’ll do so in a way that aligns with your financial goals, maximizes your wealth, and protects your legacy.
Cameron Dawson: “This market has an incredible ability to shake off bad news”
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, says markets keep rising despite risks, driven by strong earnings and momentum, but warns stretched valuations could trigger volatility.
