About Us
A FAMILY OFFICE BUILT FOR COMPLEXITY
Tailored solutions beyond
traditional wealth management.
NewEdge Family Office is a specialized offering within NewEdge Wealth, designed to serve families with unique complexities that require comprehensive family office solutions. This dedicated group addresses the distinct challenges that can accompany significant wealth—from multi-generational planning and entity structures to coordinating across multiple advisors and managing complex assets.
PURPOSE-BUILT FOR ULTRA HIGH NET WORTH FAMILIES
Institutional-grade resources. A foundation of trust.
NewEdge Family Office stands on the strength of institutional-grade resources through our affiliation with our parent company, NewEdge Capital Group. With roots tracing back more than 40 years and over $120 billion in client assets serviced, NewEdge has a long history of providing trusted services to financial intermediaries and their clients.
For families managing significant assets, this foundation matters. NewEdge Family Office clients benefit from the scale, investment capabilities, research, technology and infrastructure of a nationally recognized investment firm.
*Assets as of June 30, 2026. Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated or unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.
NewEdge Capital Group Accolades
Barron’s rankings awarded in September 2025 based on prior 12 month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. The CNBC Elite Advisors award was issued by CNBC on June 22, 2026. Award criteria and methodology are determined solely by CNBC in partnership with Accupoint Solutions and Cerulli Associates. This recognition is not indicative of future performance and should not be construed as an endorsement of NewEdge Wealth or NewEdge Capital Group by CNBC or any affiliated entity. Neither NewEdge Wealth, NewEdge Capital Group nor its employees pay a fee in exchange for these rankings.