Structural Advantage of Having “The Edge”
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Advanced Wealth Strategy
Our ultra high net worth clients have accumulated a level of wealth that will more than likely last beyond not just their own lifetime, but that of their current descendants. For such clientele, the prospect of setting a wealth strategy can be fraught with difficult decisions and prickly obstacles. The complexities surrounding your wealth — not to mention the personal dynamics of children, families, employees and friends — make each decision as to how, when and to whom to pass your wealth onto when the time comes even more difficult.
Many of the NewEdge Wealth financial advisors have worked with individuals at this same point in life. Our strategic wealth planning process starts in the present moment and builds a roadmap toward success. It’s a journey that we take together with you, and it is a process that we have created and explicitly refined to remove much of the burden from your shoulders when managing the complexities of wealth.
In short, our strategic wealth planning process provides peace of mind to you and your family that you’re doing what you need to do today to achieve your desired legacy in the future.
Living for today, but planning for tomorrow & beyond.
Evaluation & Quantitative Modeling
Math allows for the reduction of vagueness. Questions we will help answer:
- How much money do I need? How much more can I spend?
- How much capital or assets can I gift without impairing my lifestyle?
- What would happen if I sold my business? How much can I invest in starting a business?
- What return do I need from my portfolio to accomplish my goals?
- What is my likely estate tax obligation? What can I do about it?
Our approach is designed to help you clearly understand how your money is invested…and why. This clarity can help you stay focused on your long-term goals, no matter what the markets are doing.
Wealth Strategy Insights
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.
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.
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.
Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.