NewEdge Family Office

About NewEdge Family Office

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. At NewEdge Family Office, we believe the best in every category rarely lives under one roof. Our research-driven approach is rooted in identifying, vetting, and integrating best-of-breed providers who are singularly focused on their craft. Through our three pillars of service—mission-critical services, high-value-add services, and curated access—we bring together leading specialists across investment management, estate strategy, tax optimization, and administration, and integrate them into a cohesive family office experience for our clients. Disclosure: NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC.