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
Bloomberg Appearance: Cameron Dawson on Market Volatility, Oil Prices, and the Risk to U.S. Consumers
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
The Great Divide
The Great Divide is a great way to describe some of the sharp divergences and departures we have seen over the last three months.
Some of these great divides are encouragingly positive, while others are distinctly negative.
Moneyball: Thoughts on Semis, Software, and Where There May Be Risks and Opportunities Under the Surface
While our quote, referencing the above scene from the 2011 baseball movie Moneyball, is an oversimplification and exaggeration, in our view, it is a fitting analogy for the divergent fundamentals, narratives, and sentiment that surround the global software and semiconductor industries today.
We Had It All
Over the last three years, equity investors could sing “We Had It All” when it came to tailwinds for markets. The combination of an uptrend in earnings growth forecasts and a downtrend in 2 Year Treasury yields was incredibly powerful for risk asset returns.
Looking at these two components, the uptrend in earnings growth forecasts supported risk appetite, and thus valuations, while rising estimates also boosted total equity market returns as earnings growth consistently surprised to the upside.
I Want My S&P (500)
The U.S. equity market’s long-term resilience is no accident. Domestic firms benefit from operating in the world’s most dynamic economy and represent a wide range of industries. This has helped companies generate reliably strong earnings growth across seasons and cycles, and it has created internal market diversification in periods of sharp rotations (when many country indexes driven by just one or two industries often falter).
Bloomberg Appearance: Cameron Dawson On Oil Prices and Stocks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
