Clarfeld is recognized as one of today's premier multi-family offices. It manages over $7 billion of assets on behalf of its clients, who include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities including trusts and charitable foundations. Clarfeld employs a customized and integrated planning and investment process that has endured through multiple market cycles and shifting income and estate tax laws.
Clarfeld's long-term approach to investment planning is disciplined, conservative and emphasizes diversification.
Clarfeld works with clients to ensure accuracy and compliance, while proactively identifying tax planning opportunities. They prepare all required tax returns and have a deep level of international tax expertise.
Clarfeld provides an independent review of existing personal and employer-provided insurance coverage and offers appropriate recommendations.
Clarfeld eliminates the burden of mundane financial minutia by relieving its clients of time-absorbing tasks such as bill paying, domestic payroll, insurance reimbursements, and reconciliation of all financial accounts.