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
2023 Wealth Strategy Guide
A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.
Too Much Love Will Kill You: Velocity and Vulnerabilities
Respect the tape. That’s the message from market technicians (those who analyze price and volume data in markets) after this week’s rally. The ebullient response by equities to the Fed’s seemingly dovish press conference resulted in meaningful “breakouts” and surges in momentum in many stock indices.
ONWARD: Episode 4
Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of Creo Valo, in our latest episode of “ONWARD.”
CNBC Appearance: “Pandemic-era bubble valuations are necessary for markets to rise 15-20%,” says NewEdge’s Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, recently joined CNBC's “Squawk Box” to discuss her...
The Bond Market is Hearing But Not Listening
Every partner, parent, or friend knows that there is a big difference between hearing and listening. Hearing is just the passive perception of sound. Listening is the active absorption of sound.
Communication breaks down when we hear but we don’t listen.
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
