“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

When the Will is Gone

When the Will is Gone

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?

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Legacy Leaders: Estate Planning for Business Owners

Legacy Leaders: Estate Planning for Business Owners

Watch the latest webinar hosted by Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan McCall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discussed the Internal Revenue Code Section 2036(a) in the context of business entity planning such as gifts of corporate, partnership and limited liability company interests to irrevocable trusts. 

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The 2024 Election: What Investors Need to Know

The 2024 Election: What Investors Need to Know

In this webinar, hosted by Cameron Dawson, Chief Investment Officer, and Brian Nick, Managing Director, Head of Portfolio Strategy, as well as Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, the team shares their perspectives about the historical relationship between election outcomes and financial markets. They covered the status of the race, the key issues at stake and the policy roadmap for 2025 and beyond, all with an eye toward the likely impact on the economy and markets. 

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Quarterly Macro & Market Update

Quarterly Macro & Market Update

As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed current macro and market trends.

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