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

Fearless Women: Women in Cannabis

The cannabis industry is changing rapidly and the conversation amongst investors is no longer taboo. With the legalized cannabis industry now projected to exceed $43b in revenue by 2025, the space is rapidly gaining attention.

Wealth Strategy Insights

Considerations Before Buying a Home Overseas

Considerations Before Buying a Home Overseas

Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.

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Planning During a Divorce

Planning During a Divorce

Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.

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Rollover Equity & Wealth Strategy

Rollover Equity & Wealth Strategy

Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.

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Preventing a Post Sale Derailment

Preventing a Post Sale Derailment

You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor… and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens… you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.

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