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Multi-Generational Wealth
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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
Cash Flow Planning & Management
Our quantitative modeling tools help provide confidence around how much you will require to support your current spending requirements as well as project your capital needs based on various co-invest calls, distributions and tax scenarios.
Lending & Credit Strategies
Part of the planning process can also include accessing unique lending and credit solutions — some of which you’ll never find at a traditional firm — to help even out your cash flow and liquidity levels, particularly in times when your personal capital is tied up in obligations with your firm.
Co-Invest Capital Call Coordination
We can help coordinate with the financial and administrative teams of your firm to assist in the capital call administration process. It’s a process of coordination that we have developed for over a decade and is a process that both our clients — and their firms — deeply value.
Managing Around Concentrated Positions
At various points in your career, much of your wealth could come from a single holding in your private equity firm’s portfolio. While this can be a great ‘problem’ to have, a concentrated position such as this also puts your wealth at risk. We work with private equity executives to offset those risks through hedging strategies and identifying other diversification strategies.
Estate Planning & Wealth Strategies
It’s never too early to begin to consider the inevitable and when and how you should pass wealth to the next generation. While it is often advantageous to make the most impactful gift today from a tax and planning standpoint, it is also important to assess the impact that gift may have and if that is a suitable option. This is where we can help.
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.
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Wealth Strategy Insights
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.
Eight States Introduce Legislation Aimed to Tax the Wealthy
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
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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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.