Wealth Management
Solutions Built Around You

Overview

Multi-Generational Wealth

Family Offices

Entrepreneurs

Corporate Executives

Private Equity Professionals

Support for Single Family Offices

The decades of experience our investment teams have serving wealthy families, entrepreneurs and institutional clients make NewEdge Wealth an ideal partner to be an extension of your family office. We provide access to investments, credit solutions and technology — all wrapped in a concierge level of service that you and the family your office represents demand.

As an extension of your team, you’ll have access to our investment services either on a fully outsourced CIO basis or as a complement to your existing strategies. We can also provide family offices with access to many of the same research and technology tools our own advisors use to serve ultra high net worth clients. Lastly, we can support your team with many of the administrative aspects of wealth management, including private banking services such as cash management, bill presentment and payment services, and cash transfers / wires.

Continue reading to see how the global capabilities of NewEdge Wealth can optimize the value your Single Family Office can deliver to family members.

Investments
& Technology Access

Your Partner in Optimizing the Value You Deliver to Family Members

Our seasoned team can work with your family office staff to shoulder the level of investment management and other ongoing financial services needed, while still allowing you to maintain oversight. That can include everything from managing individual sleeves of assets tied to specific strategies or asset classes, to developing a multi-generational investment approach that partitions capital based on the various generational time horizons of each family member or beneficiary.

Services for Single Family Offices

Security of Assets

NewEdge Wealth is part of NewEdge Capital Group, which has had a 30-year custody relationship with Fidelity. Fidelity protects customer assets held in custody through its relationship with National Financial Services LLC (NFS), a Fidelity Investments company.

Latest Webinar

Quarterly Outlook: The Space Between

Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.

Wealth Strategy Insights

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.

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Home is Where the Domicile Is

Home is Where the Domicile Is

Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one’s permanent home.

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