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 Adds Experienced Wealth Advisor to Growing Atlanta Office
Alex Watts Joins NewEdge from Merrill Lynch Private Wealth STAMFORD, CONN., MAY 27, 2026 — NewEdge Wealth, LLC,...
A Few Good Bonds
Introduction: Why Bonds? "My answer is I don't have the first d*** clue." Just when investors thought it was safe to...
Bloomberg Appearance: Cameron Dawson on Current State of the Bond Market
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
Everything to Everyone
You do what you do, you say what you say You try to be everything to everyone You know all the right people You play...
ONWARD: Episode 17
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.
The New Driver of Enterprise Value: AI in the Middle-Market
Artificial intelligence is no longer a distant concern reserved for large enterprises. It has arrived as a practical, deployable tool that is already reshaping how businesses compete, how they operate, and what acquirers are willing to pay for them.
