NEWEDGE FAMILY OFFICE
Where Precision Meets Purpose
For ultra wealthy families, wealth management isn’t just about returns; it’s about alignment. We align every decision, every opportunity, and every strategy with your family’s unique vision and values through research-driven investment management and comprehensive family office services.
Our research-driven model creates clarity in a complex world, helping families make better, faster, and more informed decisions.
THE NEWEDGE DIFFERENCE
Built on Curation, Not Conglomeration
The best in every category rarely lives under one roof.
That’s why NewEdge Family Office is built differently— by curating leading specialists across investment management, estate strategy, tax optimization, and administration, and integrating them into a cohesive experience.
We’re not building a single solution for everyone. Instead, we research, curate, and help implement solutions for what’s most important to you and your family and your family’s unique objectives.
THE NEWEDGE DIFFERENCE
Research First Solutions. Not Replication.
We believe families deserve better than off-the-shelf solutions or heavy in-house models.
Our approach is rooted in research—identifying, vetting, and integrating best-of-breed providers who are singularly focused on their craft.
Our Three Pillars of Service
Mission Critical Services
Investment & portfolio management
Personalized wealth strategy
Holistic consolidated reporting
Technology stack & client experience
Insurance portfolio management (life, PPLI)
High-Value-Add Services
Client sourced investment due diligence
Philanthrophy management
Trust services & administration
Family business strategy
Family governance including next gen engagement
Cybersecurity solutions
Real estate modeling & analysis
Curated Access
Private aviation and concierge travel consultation
Concierge medical analysis and referrals
Service provider vetting
Network access and relationship mapping
Networking events
Family office group activation
We don’t pitch promises… we deliver a plan, and then proactively execute upon it.
Exclusive Benefits
Controlled fees and seek to optimize taxes
Complete customization: From custody to investments, wealth management, legal, taxes, and more
Expanded access to alternative and direct investment solutions
Administrative services such as bill pay, capital call administration, and cash management
Direct access to a curated, comprehensive team with rapid response times
Education, engagement and empowerment for future generations
Your Wealth, Your Story: A Smarter Legacy Solution
As part of NewEdge Family Office, we’re pleased to offer a personalized platform designed to help secure your family’s legacy for generations to come.
Organize Your Wealth as a Story
Transform your estate and assets into a clear, intuitive story that connects current and future generations. Our platform fosters continuity by helping your family understand the “why” behind your wealth’s structure and its interconnected elements.
Your Family’s IQ Bridge and EQ
Our solution merges financial (IQ) and emotional intelligence (EQ), linking your balance sheet with your family’s values and purpose. This creates a framework that explains what you do, who is involved, and why.
Identify Blind Spots and
Act Proactively
Our platform helps identify gaps in planning or succession arrangements. With built-in guidance, families and their advisors can proactively address these blind spots to ensure a comprehensive and robust approach to legacy management.
Ultra wealthy families are shifting from investment-only relationships to fully integrated ecosystems, combining wealth strategy, private markets, philanthropy, and next-generation education.
Learn How to Align Your Family’s Wealth
Preserve, grow and transfer your wealth with confidence through thoughtful, long-term family wealth management strategies. Download the latest brochure.
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