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
CNBC Appearance: Cameron Dawson, CFA® discusses markets, the tech sector, and the Fed’s next move
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the tech sector, and the Fed’s next move.
Hunter Gehring Inducted into Marquis Who’s Who
NewEdge Wealth is pleased to announce that Hunter Gehring, Principal, has been inducted into Marquis Who’s Who.
Onward: Navigating Your Wealth After an Entrepreneurial Exit
Just like meticulously crafting a business plan to guide the company’s growth, it is essential to approach post-sale planning with the same level of intentionality and forethought. While the sale of a successful business represents a monumental personal and financial milestone for an entrepreneur, it also ushers in a new set of financial planning challenges to optimize and protect that newfound wealth.
Danielle Brown Wins ‘Outstanding COO’ at Family Wealth Report Awards
NewEdge Wealth is pleased to announce that Danielle Brown was awarded ‘Outstanding COO’ at the Family Wealth Report...
Maximizing College Savings with 529 Plans
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
Cameron Dawson Honored as Wealth Solutions Report’s Top 5 CIOs
NewEdge Wealth is pleased to announce that Cameron Dawson, CFA®, Chief Investment Officer, has been acknowledged by Wealth Solutions Report as one of the Top Wealth Management CIOs of 2024.
