Wealth Management
Solutions Built Around You

Let's Talk

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 Professionals

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.

Latest Webinar

Choose Your Own Adventure: A Journey Through Charitable Giving Options

Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.

Read More
Additional Webinars

Wealth Strategy Insights

When the Will is Gone

When the Will is Gone

Nov 11, 2024 |

There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?

read more
See More Stories