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Wealth Strategy Designed to Create the Legacy You Want

What you leave behind will be your legacy. Whether that is the sum of your possessions — companies, money, investments, art, real estate, etc. — or the impact you have on the people or organizations you come in contact with while you walk this earth, those things will amount to your legacy. For most people, the idea of a legacy isn’t something that’s planned out. It just happens. Others may take steps towards what they think will be their legacy but there is no formal plan to continue those things for generations to come. 

What if you knew that, depending on which study you look at, somewhere between 60-70% of wealth is completely depleted by the second generation and by the third generation it is completely gone.  How does that impact your view of leaving your legacy?


An Intentional Legacy Built Upon a Wealth Strategy

Your wealth will more than likely support you for the rest of their life as well as the next generation. But you do have the opportunity to chart a specific course for your wealth — a course that will allow your wealth to create an intentional legacy. Such a legacy can be achieved through a wealth strategy approach that provides for your needs and wants for today and tomorrow, while also creating a pool of capital that can continue to grow well past your lifetime. Such an approach will help to allow your wealth to provide for your descendants and support the charitable causes and other interests that are important to you for generations to come.

Many of the advisors at NewEdge Wealth have been working with individuals at this same place in life for over three decades. As a result, we have created and refined a process designed to take much of the burden of managing the complexities of wealth off or our clients’ shoulders and create an intentional legacy.

Simplifying Today for Tomorrow & Beyond

It’s not just about doing more with your money.
It’s also about doing more with your time.

We help to relieve our clients from many of the complexities and burdens of managing their wealth, allowing them the opportunity to instead focus on the goals they wish to achieve and the legacy they want to establish.

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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

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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