Wealth Management
Solutions Built Around You

Overview

Multi-Generational Wealth

Family Offices

Entrepreneurs

Corporate Executives

Private Equity Professionals

Private Equity Professionals

A career as a Private Equity professional presents a unique set of challenges when it comes to your personal wealth. The realities of carried interest, co-investment capital calls, distributions and tax obligations add a level of complexity that a typical wealth strategy doesn’t account for.

The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond. We aim to provide peace of mind that you’re doing what you need to focus on today to achieve your desired legacy.

Your Unique Circumstances Require a NewEdge

Wealth Services Designed Around Your Unique Needs

Private Equity can be lucrative. It’s also a career that can make day-to-day life difficult because your income can widely vary not only month to month, but year to year. Over the past decade, we have developed a customized set of wealth planning and investment services to help simplify your life as a private equity professional and provide peace of mind.

Services for Private Equity Professional

Wealth Services Designed Around Your Unique Needs

The intertwining of your personal and professional life requires an advisor that understands your career in Private Equity and can develop a wealth strategy that simplifies your life today, while planning for tomorrow and beyond.

Latest Webinar

Insights on China with Kyle Bass

NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, is joined by Conservation Equity Management’s Co-Founder and CEO, Kyle Bass, as the two discuss rising tensions between the U.S. and China.

Wealth Strategy Insights

2023 Wealth Strategy Guide

2023 Wealth Strategy Guide

A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.

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2022 Year-End Planning Checklist

2022 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 methods to address the current tax law, volatile market, inflationary pressures, and any changes to your goals or family circumstances.

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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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