Wealth Management
Solutions Built Around You
Overview
Multi-Generational Wealth
Family Offices
Entrepreneurs
Corporate Executives
Private Equity Professionals
Support for Single Family Offices
The decades of experience our investment teams have serving wealthy families, entrepreneurs and institutional clients make NewEdge Wealth an ideal partner to be an extension of your family office. We provide access to investments, credit solutions and technology — all wrapped in a concierge level of service that you and the family your office represents demand.
As an extension of your team, you’ll have access to our investment services either on a fully outsourced CIO basis or as a complement to your existing strategies. We can also provide family offices with access to many of the same research and technology tools our own advisors use to serve ultra high net worth clients. Lastly, we can support your team with many of the administrative aspects of wealth management, including private banking services such as cash management, bill presentment and payment services, and cash transfers / wires.
Continue reading to see how the global capabilities of NewEdge Wealth can optimize the value your Single Family Office can deliver to family members.
Investments
& Technology Access
Your Partner in Optimizing the Value You Deliver to Family Members
Our seasoned team can work with your family office staff to shoulder the level of investment management and other ongoing financial services needed, while still allowing you to maintain oversight. That can include everything from managing individual sleeves of assets tied to specific strategies or asset classes, to developing a multi-generational investment approach that partitions capital based on the various generational time horizons of each family member or beneficiary.
Services for Single Family Offices
Outsourced Chief Investment Officer (OCIO)
Single Family Offices can leverage our investment services on a fully outsourced CIO basis, or to simply complement existing investment offerings. As an outsourced investment option, we can provide access to investments not typically not found at larger firms —sometimes on an exclusive basis — including private placement, alternatives and structured products.
Access to Expanded Investment Menu
Our unique structure allows us to curate investment solutions for your family office needs. That can include exclusive access and/or pricing with emerging managers, a marketplace for alternative investments, the ability to create customized structured products and coordinate private investments.
Account Aggregation & Performance Reporting
Our platform provides the ability for us to create a balance sheet of your client’s wealth from over 1,500 difference institutions, as well as a clear and timely view of their financial picture, including real assets, alternative investments, and liabilities. Reports can be customized and delivered through an online portal.
Lending & Credit Strategies
Managing the affairs of Ultra High Net Worth clients oftentimes requires access to unique lending and credit solutions to help even out cash flow and liquidity levels. NewEdge Wealth and its affiliated broker dealer NewEdge Securities are able to handle many of the credit and lending needs your family office requires.
Research & Insights
Within every Wall Street Firm, certain parts of the research department shine above others. While some are known for Macro insights, others specialize in fixed income while others in emerging markets. We have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals.
Security of Assets
NewEdge Wealth is part of NewEdge Capital Group, which has had a 30-year custody relationship with Fidelity. Fidelity protects customer assets held in custody through its relationship with National Financial Services LLC (NFS), a Fidelity Investments company.
Latest Webinar
Wealth Strategy Insights
Home is Where the Domicile Is
Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one’s permanent home.
Insurance Before & After Disasters: A Strategic Approach
By thoughtfully mapping an all-encompassing approach, you can minimize your financial risk and ensure a smoother path to rebuilding your life and your financial health.
Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26
The U.S. Court of Appeals for the Fifth Circuit issued an opinion late on December 26, reinstating the nationwide injunction against the enforcement of the Corporate Transparency Act (CTA). This decision once again places the January deadline for covered businesses to register their Beneficial Ownership Information (BOI) on hold. The Court indicated that a final ruling on the matter is forthcoming, confirming that no filings are required until a decision is reached.
2024 Year-End Planning Guide
This whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients.