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
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
NewEdge Wealth announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms.
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.
NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role
NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group.
ONWARD: Episode 9
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In this episode, Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University.
NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
NewEdge Wealth announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors.
