NEWEDGE FAMILY OFFICE
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 resources,
entrepreneurial framework.
NewEdge Wealth is purpose-built to provide institutional resources to ultra high net worth clients through an entrepreneurial framework. As part of NewEdge Capital Group, the firm traces its roots back over 40 years and has provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients. Today, NewEdge Capital Group services over $90 billion in client assets.
NewEdge Family Office extends this expertise to families whose circumstances demand a more holistic, bespoke approach to wealth management.
Assets as of December 31, 2025. 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.
Market Insights
