Private Equity Professionals
Wealth Management Solutions Built Around You
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.
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.
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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.
Your Unique Circumstances Require a NewEdge
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Articles, Webinars & Media Appearances
Details of Build Back America Act Have Begun to Leak Out
House Democrats have circulated initial proposals around tax policy changes that they want to include within the Build Back America Act, the massive tax-and-spending budget reconciliation bill that party leaders hope to move through the chamber in the coming weeks. Many of the proposals within the bill are what was expected in one form or another, but there are a few new wrinkles.
NewEdge Wealth Adds Three New Team Members to Support Ongoing Growth and National Expansion
Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the...
Preparing the Next Generation for Wealth: How Not to Be a Statistic
Parents frequently express concerns regarding passing wealth to the next generation, a concern backed by research — 70% of families lose their wealth by the second generation and ninety percent by the third.
Market Update on the World of Art, Watches and Collectible Cars
Hosted by Jeff Kobernick, the panelists reviewed the burgeoning non-fungible token (“NFT”) market, the “red-hot” market for new and used watches, and the world of new and used collectible cars.
NewEdge Wealth Adds Managing Director
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients PITTSBURGH -...
Fireside Chat with Jamie Dinan and Marc Lasry
Hosted by Rob Sechan, panelists Jamie Dinan and Marc Lasry discussed markets, the uneven reopening of the economy,...
