Comprehensive wealth management strategies tailored for high-net-worth individuals and families seeking to preserve and grow their legacy.
Our integrated approach addresses all aspects of your financial life to protect and grow your wealth across generations.
Wealth management services are available to qualified investors. Minimum account requirements apply.
We take a comprehensive, personalized approach to wealth management that addresses your unique financial situation and goals.
We begin with an in-depth analysis of your financial situation, goals, values, and risk tolerance.
We create a customized wealth management plan aligned with your objectives and circumstances.
We execute your personalized strategy across all aspects of your financial life.
We continuously monitor and adjust your plan as your life and markets evolve.
Our comprehensive approach delivers tangible advantages for high-net-worth individuals and families.
We integrate all aspects of your financial life into a cohesive strategy rather than managing investments in isolation.
You'll work with a dedicated wealth manager who understands your unique situation and goals.
We implement sophisticated tax strategies to maximize after-tax returns and preserve wealth.
Comprehensive protection strategies to safeguard your assets against market volatility and unforeseen events.
Hear from clients who have entrusted us with their financial legacy and achieved their wealth goals.
"Voxedge Investments transformed our family's financial future. Their multi-generational approach has preserved our wealth while creating new opportunities for growth."
"The tax optimization strategies alone have saved us millions. Voxedge's holistic approach to wealth management is truly exceptional."
"After selling my business, I needed sophisticated wealth management. Voxedge provided the expertise and personalized service I was looking for."
Answers to frequently asked questions about our wealth management services.
Our wealth management services are designed for high-net-worth individuals and families. Minimum investable assets typically start at $2 million, though we offer customized solutions for clients with complex financial situations regardless of asset level.
We typically charge a percentage of assets under management, which aligns our interests with yours. For certain specialized services or family office arrangements, we may use a flat fee or hourly billing structure. All fees are transparently disclosed upfront.
Our approach is truly holistic. We integrate investment management with tax planning, estate planning, risk management, and philanthropic strategies. Each client receives a dedicated wealth manager supported by our team of specialists, ensuring comprehensive coverage of all financial aspects.
Yes, we offer comprehensive family office services for ultra-high-net-worth families. These services include investment management, estate and tax planning, concierge services, family governance, education for next generations, and coordination with other professional advisors.
We typically schedule quarterly review meetings, with additional meetings as needed for significant life events or market developments. You'll have direct access to your wealth manager and can expect prompt responses to your inquiries. We also provide comprehensive quarterly performance reports.
Have more questions? Our wealth management specialists are here to help.
Our team of experienced wealth advisors is ready to help you develop a comprehensive strategy for preserving and growing your legacy.
Call us at 1-800-WEALTH (1-800-932-584)
Monday-Friday: 8AM-8PM EST
Send us an email at wealth@voxedgeinvestments.com
We typically respond within 24 hours
123 Financial District, New York, NY 10001
Schedule a private consultation at our offices
Join discerning clients who trust us to preserve and grow their financial legacy across generations.