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

The Ideal Transaction

Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.

Wealth Strategy Insights

2021 Year-End Planning Checklist

2021 Year-End Planning Checklist

As we head into the new year, now is the time to take stock and assess whether your wealth strategy utilizes the appropriate strategies to address the current tax law, soaring market returns, and any changes to your goals or family circumstances.

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