Newedge Wealth

NewEdge Wealth positions itself as a registered investment advisor serving a select group of high-net-worth and ultra-high-net-worth clients, with explicit service lines for family offices, multi-generational wealth holders, entrepreneurs, corporate executives, and private equity professionals. The firm operates under NewEdge Capital Group, which ranked No. 5 on Barron's Top 100 RIA Firms list in 2024, signaling a firm of meaningful scale within the independent advisory space.

For family offices specifically, NewEdge offers:

• Outsourced CIO services and investment management to complement existing internal strategies
• Access to institutional-caliber investment products assembled from research across major Wall Street firms and banks
• Proprietary technology described as the connective tissue between clients and advisors
• Wealth strategy addressing multi-generational complexity, estate planning, and legacy design
• Regular market research through a dedicated investment team, including a weekly CIO commentary and quarterly and annual outlooks

The firm's stated approach is to deliver boutique-level service with access to capabilities typically reserved for institutional clients. The CIO, Cameron Dawson, was named CIO of the Year by Institutional Investor in 2024, and the investment team publishes substantive weekly market commentary, which signals that investment research is a genuine internal function rather than outsourced content. Family offices evaluating NewEdge as an outsourced CIO or advisory partner will find a firm with credible investment infrastructure and a structured wealth strategy process. Buyers who require a custodian, fund administration, or standalone technology platform will need to look elsewhere, as NewEdge is a services and advisory firm. Pricing is not publicly disclosed.

• Outsourced CIO and investment management for family offices
• Multi-generational wealth strategy and legacy planning
• Estate and tax planning coordination
• Market research and investment outlook delivery
• Wealth organization and financial life simplification for ultra-high-net-worth clients

• Outsourced CIO services for family offices
• Institutional-caliber investment product access
• Proprietary client-advisor technology platform
• Weekly CIO market commentary (The Weekly Edge)
• Quarterly and annual investment outlooks
• Wealth strategy for multi-generational families
• Estate planning and gift tax strategy
• Entrepreneur and corporate executive-specific planning
• Research aggregated from major Wall Street firms and banks

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, CIO / Investment Office.

Dedicated advisor relationship model implied; contact form available on site.