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
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?
NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn.,...
CNBC Appearance: “It’s not surprising that market volatility caught up to us,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the markets, mega cap earnings and the month-end sell-off.
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.
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.
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.
