“I’m getting divorced…
Now what?”

How to navigate a divorce as a high net worth individual

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.

Here in the United States, the divorce process is run by the relevant states’ civil court system. If the parties can agree on the critical divorce issues, the process may be uncontested. However, if one or more parties does not agree, the divorce is contested which generally takes a long time to resolve and may be relatively expensive.

There are plenty of opportunities for mistakes during divorce. Your divorce attorney, NewEdge Wealth team, and assembled team of advisors are here to act as technical and practical guides for you and your family.

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Planning During a Divorce

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.

Articles, Webinars & Media Appearances

2022 Mid-Year Fixed Income Update

2022 Mid-Year Fixed Income Update

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Rollover Equity & Wealth Strategy

Rollover Equity & Wealth Strategy

Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.

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Preventing a Post Sale Derailment

Preventing a Post Sale Derailment

You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor… and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens… you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.

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Valuing Your Values

Valuing Your Values

There can be a difference between a good wealth strategy and a great one. A good wealth strategy helps keep you on track to meet your financial goals and objectives. But a great one helps keep you on track and incorporates your individual and family values in every facet of your overarching wealth strategy.

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