Edge Capital Group


Our Mission is to Secure Your Legacy

Bringing professional resources tailored to your needs, we provide essential services for building and preserving wealth, simplifying your financial life, and fulfilling your family’s legacy. Our dedicated teams support the unique financial needs of ultra-high-net-worth families with experience and empathy. 

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Consolidated Reporting

A single point of review for your full financial profile, regardless of where your assets are held
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Trust & Estate Coordination

Plan creation and administrative support in collaboration with your attorneys and accountants
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Personal Banking Solutions

Identify, assess, and oversee banking, credit, bill payment, and mortgage solutions from multiple providers
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Insurance Policy Optimization

Negotiate, supervise, and evaluate your important insurance policies
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Private Aviation Resources

Help assess and access solutions for private air travel
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Introduce independent coaching resources to help navigate communication and drive cohesion
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Health & Wellness Resources

Provide expert resources, identify and evaluate medical insurance and other options for wellness needs
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Introduce expert technical resources to protect you and your family’s digital identities
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